Private Wealth Management Group’s Commerce Bancshares CBSH Stock Holding History

Private Wealth Management Group’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	$1.33K	Hold	23	–	–	﹤0.01%	1245
2026 Q1	$1.13K	Sell	23 -10	-30%	-$519	﹤0.01%	1227
2025 Q4	$1.73K	Sell	33 -18	-35%	-$941	﹤0.01%	1130
2025 Q3	$2.93K	Hold	51	–	–	﹤0.01%	989
2025 Q2	$3.05K	Hold	51	–	–	﹤0.01%	951
2025 Q1	$3.05K	Hold	51	–	–	﹤0.01%	913
2024 Q4	$3.05K	Sell	51 -2	-4%	-$121	﹤0.01%	934
2024 Q3	$2.85K	Hold	53	–	–	﹤0.01%	946
2024 Q2	$2.68K	Hold	53	–	–	﹤0.01%	946
2024 Q1	$2.55K	Hold	53	–	–	﹤0.01%	866
2023 Q4	$2.56K	Buy	+53	New	+$2.29K	﹤0.01%	871

Other funds holding CBSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Private Wealth Management Group's CBSH Position: Q2 2026 in Review

Private Wealth Management Group held its Commerce Bancshares (CBSH) position steady in Q2 2026 at 23 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Private Wealth Management Group first reported a position in CBSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05K in Q4 2024. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Private Wealth Management Group held 23 shares of Commerce Bancshares worth $1.33K as of Q2 2026.
Private Wealth Management Group left its Commerce Bancshares share count unchanged in Q2 2026.
Commerce Bancshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1245 holding.
Private Wealth Management Group first reported a position in Commerce Bancshares in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Commerce Bancshares position peaked at $3.05K in Q4 2024.
506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.