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Plante Moran Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

Plante Moran Financial Advisors’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
2025
Q3 		– Sell
-47,145
Closed -$2.79M – 803
2025
Q2 		$2.79M Buy
+47,145
New +$2.77M 0.2% 21
2019
Q4 		– Sell
-61
Closed -$3K – 764
2019
Q3 		$3K Buy
+61
New +$2.54K ﹤0.01% 732
2017
Q1 		– Sell
-282
Closed -$11K – 893
2016
Q4 		$11K Buy
+282
New +$9.51K 0.01% 569

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plante Moran Financial Advisors's CBSH Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Commerce Bancshares (CBSH) in Q3 2025, closing a stake of 47,145 shares — an estimated $2.79M sold.

Plante Moran Financial Advisors first reported a position in CBSH in Q4 2016 and held it in 3 quarters. The position peaked at $2.79M in Q2 2025. 473 funds tracked by Wall St. Rank hold CBSH as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining Commerce Bancshares position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 47,145 Commerce Bancshares shares in Q3 2025, an estimated $2.79M.
  • Plante Moran Financial Advisors first reported a position in Commerce Bancshares in Q4 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Commerce Bancshares position peaked at $2.79M in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.