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Steward Financial Group’s Commerce Bancshares CBSH Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+113
New +$4.88K ﹤0.01% 692
2022
Q3 		– Sell
-52
Closed -$2K – 275
2022
Q2 		$2K Buy
+52
New +$2.92K ﹤0.01% 522

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's CBSH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Commerce Bancshares (CBSH) in Q3 2023: 113 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CBSH as recently as Q2 2022.

Steward Financial Group first reported a position in CBSH in Q2 2022 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold CBSH as of Q3 2023.

  • Steward Financial Group held 113 shares of Commerce Bancshares worth $4K as of Q3 2023.
  • Commerce Bancshares was a new Steward Financial Group position in Q3 2023.
  • Commerce Bancshares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #692 holding.
  • Steward Financial Group first reported a position in Commerce Bancshares in Q2 2022 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.