Root Financial Partners
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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
Q3 		$110K Buy
+2,014
New +$117K ﹤0.01% 692
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Root Financial Partners's CBSH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Commerce Bancshares (CBSH) in Q3 2026: 2,014 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBSH as recently as Q1 2026.

Root Financial Partners first reported a position in CBSH in Q3 2025 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

  • Root Financial Partners held 2,014 shares of Commerce Bancshares worth $110K as of Q3 2026.
  • Commerce Bancshares was a new Root Financial Partners position in Q3 2026.
  • Commerce Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #692 holding.
  • Root Financial Partners first reported a position in Commerce Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.