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 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

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Handelsbanken Fonder

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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