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Root Financial Partners’s Commerce Bancshares CBSH Stock Holding History

Root Financial Partners’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 		– Sell
-623
Closed -$30.7K – 874
2026
Q1 		$30.7K Buy
623
+319
+105% +$16.6K ﹤0.01% 1106
2025
Q4 		$15.9K Sell
304
-103
-25% -$5.39K ﹤0.01% 1289
2025
Q3 		$23.2K Buy
+407
New +$23.9K ﹤0.01% 1040

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

Root Financial Partners's CBSH Position: Q2 2026 in Review

Root Financial Partners sold out of Commerce Bancshares (CBSH) in Q2 2026, closing a stake of 623 shares — an estimated $30.7K sold.

Root Financial Partners first reported a position in CBSH in Q3 2025 and held it in 3 quarters. The position peaked at $30.7K in Q1 2026. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Root Financial Partners reported no remaining Commerce Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 623 Commerce Bancshares shares in Q2 2026, an estimated $30.7K.
  • Root Financial Partners first reported a position in Commerce Bancshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Commerce Bancshares position peaked at $30.7K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.