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Stratos Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-3,761
Closed -$223K – 671
2024
Q4 		$223K Sell
3,761
-301
-7% -$18.1K 0.01% 648
2024
Q3 		$219K Buy
+4,062
New +$226K 0.01% 687

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Advisors's CBSH Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 3,761 shares — an estimated $223K sold.

Stratos Wealth Advisors first reported a position in CBSH in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 3,761 Commerce Bancshares shares in Q1 2025, an estimated $223K.
  • Stratos Wealth Advisors first reported a position in Commerce Bancshares in Q3 2024 and held it in 2 quarters.
  • Stratos Wealth Advisors's Commerce Bancshares position peaked at $223K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.