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Principia Wealth Advisory’s Commerce Bancshares CBSH Stock Holding History

Principia Wealth Advisory’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 		$404 Hold
7
– – ﹤0.01% 924
2026
Q1 		$344 Sell
7
-4
-36% -$208 ﹤0.01% 901
2025
Q4 		$576 Buy
+11
New +$575 ﹤0.01% 799

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Principia Wealth Advisory's CBSH Position: Q2 2026 in Review

Principia Wealth Advisory held its Commerce Bancshares (CBSH) position steady in Q2 2026 at 7 shares worth $404. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Principia Wealth Advisory first reported a position in CBSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $576 in Q4 2025. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of Commerce Bancshares worth $404 as of Q2 2026.
  • Principia Wealth Advisory left its Commerce Bancshares share count unchanged in Q2 2026.
  • Commerce Bancshares made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #924 holding.
  • Principia Wealth Advisory first reported a position in Commerce Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Commerce Bancshares position peaked at $576 in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.