Sound Income Strategies’s Commerce Bancshares CBSH Stock Holding History

Sound Income Strategies’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	-1	Closed	-$49	–	778
2026 Q1	$49	Hold	1	–	–	﹤0.01%	2534
2025 Q4	$54	Buy	+1	New	+$52	﹤0.01%	2467
2024 Q3	–	Sell	-10	Closed	-$502	–	1422
2024 Q2	$502	Buy	+10	New	+$495	﹤0.01%	1271
2021 Q1	–	Sell	-601	Closed	-$31K	–	981
2020 Q4	$31K	Sell	601 -29	-5%	-$1.41K	0.01%	261
2020 Q3	$26K	Sell	630 -1,560	-71%	-$67K	0.01%	257
2020 Q2	$97K	Hold	2,190	–	–	0.03%	104
2020 Q1	$82K	Buy	2,190 +630	+40%	+$29.8K	0.03%	93
2019 Q4	$79K	Hold	1,560	–	–	0.02%	96
2019 Q3	$67K	Hold	1,560	–	–	0.02%	95
2019 Q2	$66K	Hold	1,560	–	–	0.02%	102
2019 Q1	$64K	Hold	1,560	–	–	0.03%	105
2018 Q4	$63K	Sell	1,560 -2	-0.1%	-$86	0.03%	111
2018 Q3	$70K	Buy	+1,562	New	+$72.9K	0.03%	103

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 $3.38T AUM 44.17% 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

Sound Income Strategies's CBSH Position: Q2 2026 in Review

Sound Income Strategies sold out of Commerce Bancshares (CBSH) in Q2 2026, closing a stake of 1 share — an estimated $49 sold.

Sound Income Strategies first reported a position in CBSH in Q3 2018 and held it in 13 quarters. The position peaked at $97K in Q2 2020. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Sound Income Strategies reported no remaining Commerce Bancshares position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1 Commerce Bancshares share in Q2 2026, an estimated $49.
Sound Income Strategies first reported a position in Commerce Bancshares in Q3 2018 and held it in 13 quarters.
Sound Income Strategies's Commerce Bancshares position peaked at $97K in Q2 2020.
510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.