Sachetta’s Commerce Bancshares CBSH Stock Holding History

Sachetta’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	$2.89K	Hold	50	–	–	﹤0.01%	780
2026 Q1	$2.46K	Buy	50 +6	+14%	+$311	﹤0.01%	843
2025 Q4	$2.3K	Hold	44	–	–	﹤0.01%	735
2025 Q3	$2.51K	Hold	44	–	–	﹤0.01%	762
2025 Q2	$2.61K	Buy	44 +32	+267%	+$1.88K	﹤0.01%	744
2025 Q1	$685	Hold	12	–	–	﹤0.01%	989
2024 Q4	$686	Hold	12	–	–	﹤0.01%	1051
2024 Q3	$654	Hold	12	–	–	﹤0.01%	1107
2024 Q2	$715	Buy	+12	New	+$593	﹤0.01%	1113

Other funds holding CBSH

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return