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Planning Strategies’s Commerce Bancshares CBSH Stock Holding History

Planning Strategies’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231 Buy
+4
New +$210 ﹤0.01% 973

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Planning Strategies's CBSH Position: Q2 2026 in Review

Planning Strategies opened a new position in Commerce Bancshares (CBSH) in Q2 2026: 4 shares worth $231. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings.

481 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Planning Strategies held 4 shares of Commerce Bancshares worth $231 as of Q2 2026.
  • Commerce Bancshares was a new Planning Strategies position in Q2 2026.
  • Commerce Bancshares made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #973 holding.
  • 481 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.