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

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 $3.37T AUM 44.26% 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 Stewardship's CBSH Position: Q2 2026 in Review

Sound Stewardship opened a new position in Commerce Bancshares (CBSH) in Q2 2026: 3,919 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #67 among its holdings. This is a return to the name: Sound Stewardship previously reported a position in CBSH as recently as Q4 2025.

Sound Stewardship first reported a position in CBSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $300K in Q1 2023. 508 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Sound Stewardship held 3,919 shares of Commerce Bancshares worth $226K as of Q2 2026.
Commerce Bancshares was a new Sound Stewardship position in Q2 2026.
Commerce Bancshares made up 0.09% of Sound Stewardship's portfolio in Q2 2026, its #67 holding.
Sound Stewardship first reported a position in Commerce Bancshares in Q1 2023 and has held it in 13 quarters since.
Sound Stewardship's Commerce Bancshares position peaked at $300K in Q1 2023.
508 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.