Sound Stewardship’s Commerce Bancshares CBSH Stock Holding History

Sound Stewardship’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	$215K	Hold	3,919	–	–	0.09%	73
2026 Q2	$226K	Buy	+3,919	New	+$206K	0.09%	67
2026 Q1	–	Sell	-3,919	Closed	-$205K	–	64
2025 Q4	$205K	Sell	3,919 -703	-15%	-$36.8K	0.1%	63
2025 Q3	$263K	Hold	4,622	–	–	0.13%	57
2025 Q2	$274K	Hold	4,622	–	–	0.14%	56
2025 Q1	$274K	Sell	4,622 -161	-3%	-$9.81K	0.16%	55
2024 Q4	$284K	Sell	4,783 -1	-0%	-$60	0.17%	52
2024 Q3	$258K	Buy	4,784 +180	+4%	+$9.99K	0.14%	53
2024 Q2	$233K	Hold	4,604	–	–	0.14%	53
2024 Q1	$222K	Sell	4,604 -1,353	-23%	-$64.2K	0.13%	59
2023 Q4	$289K	Sell	5,957 -1	-0%	-$43	0.19%	57
2023 Q3	$247K	Hold	5,958	–	–	0.17%	62
2023 Q2	$251K	Hold	5,958	–	–	0.17%	58
2023 Q1	$300K	Buy	+5,958	New	+$333K	0.2%	53

Other funds holding CBSH

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Sound Stewardship's CBSH Position: Q3 2026 in Review

Sound Stewardship held its Commerce Bancshares (CBSH) position steady in Q3 2026 at 3,919 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #73.

Sound Stewardship first reported a position in CBSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $300K in Q1 2023. 37 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

Sound Stewardship held 3,919 shares of Commerce Bancshares worth $215K as of Q3 2026.
Sound Stewardship left its Commerce Bancshares share count unchanged in Q3 2026.
Commerce Bancshares made up 0.09% of Sound Stewardship's portfolio in Q3 2026, its #73 holding.
Sound Stewardship first reported a position in Commerce Bancshares in Q1 2023 and has held it in 14 quarters since.
Sound Stewardship's Commerce Bancshares position peaked at $300K in Q1 2023.
37 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.