Ray Dalio
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Ray Dalio’s Commerce Bancshares CBSH Stock Holding History

Ray Dalio’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
Q4 		– Sell
-96,217
Closed -$5.48M – 1071
2025
Q3 		$5.48M Buy
+96,217
New +$5.66M 0.02% 478
2023
Q1 		– Sell
-49,807
Closed -$2.93M – 743
2022
Q4 		$2.93M Buy
49,807
+14,263
+40% +$831K 0.02% 463
2022
Q3 		$1.94M Buy
35,544
+23,884
+205% +$1.36M 0.01% 571
2022
Q2 		$630K Sell
11,660
-4,004
-26% -$225K ﹤0.01% 872
2022
Q1 		$923K Sell
15,664
-10,822
-41% -$632K ﹤0.01% 814
2021
Q4 		$1.5M Sell
26,486
-31,719
-54% -$1.78M 0.01% 504
2021
Q3 		$3.18M Buy
58,205
+7,214
+14% +$398K 0.02% 363
2021
Q2 		$2.98M Buy
50,991
+4,741
+10% +$286K 0.02% 423
2021
Q1 		$2.78M Buy
46,250
+29,302
+173% +$1.69M 0.02% 260
2020
Q4 		$872K Buy
+16,948
New +$821K 0.01% 401
2020
Q1 		– Sell
-31,282
Closed -$1.59M – 441
2019
Q4 		$1.59M Buy
+31,282
New +$1.46M 0.02% 247

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 $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ray Dalio's CBSH Position: Q4 2025 in Review

Ray Dalio sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 96,217 shares — an estimated $5.48M sold.

Ray Dalio first reported a position in CBSH in Q4 2019 and held it in 11 quarters. The position peaked at $5.48M in Q3 2025. 454 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

  • Ray Dalio reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 96,217 Commerce Bancshares shares in Q4 2025, an estimated $5.48M.
  • Ray Dalio first reported a position in Commerce Bancshares in Q4 2019 and held it in 11 quarters.
  • Ray Dalio's Commerce Bancshares position peaked at $5.48M in Q3 2025.
  • 454 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.