Sugarloaf Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$6.11K	Sell	103 -1	-1%	-$60	﹤0.01%	555
2024 Q3	$5.58K	Hold	104	–	–	﹤0.01%	557
2024 Q2	$5.24K	Hold	104	–	–	﹤0.01%	527
2024 Q1	$5K	Hold	104	–	–	﹤0.01%	541
2023 Q4	$5.02K	Hold	104	–	–	﹤0.01%	547
2023 Q3	$4.32K	Hold	104	–	–	﹤0.01%	549
2023 Q2	$4.38K	Hold	104	–	–	﹤0.01%	557
2023 Q1	$5.25K	Hold	104	–	–	﹤0.01%	544
2022 Q4	$6.13K	Sell	104 -1	-1%	-$58	﹤0.01%	556
2022 Q3	$6K	Hold	105	–	–	﹤0.01%	580
2022 Q2	$6K	Hold	105	–	–	﹤0.01%	579
2022 Q1	$6K	Hold	105	–	–	﹤0.01%	542
2021 Q4	$6K	Hold	105	–	–	﹤0.01%	567
2021 Q3	$6K	Hold	105	–	–	﹤0.01%	581
2021 Q2	$6K	Hold	105	–	–	﹤0.01%	578
2021 Q1	$6	Hold	105	–	–	﹤0.01%	562
2020 Q4	$5K	Sell	105 -1	-0.9%	-$48	﹤0.01%	549
2020 Q3	$4K	Hold	106	–	–	﹤0.01%	537
2020 Q2	$5K	Hold	106	–	–	﹤0.01%	513
2020 Q1	$4K	Hold	106	–	–	﹤0.01%	528
2019 Q4	$5K	Buy	+106	New	+$4.95K	﹤0.01%	536

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugarloaf Wealth Management's CBSH Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Commerce Bancshares (CBSH) stake by 0.96% in Q4 2024, selling an estimated $60 and leaving 103 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Sugarloaf Wealth Management first reported a position in CBSH in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.13K in Q4 2022. 466 funds tracked by Wall St. Rank hold CBSH as of Q4 2024.

Sugarloaf Wealth Management held 103 shares of Commerce Bancshares worth $6.11K as of Q4 2024.
Sugarloaf Wealth Management sold 1 Commerce Bancshares share in Q4 2024, an estimated $60.
Commerce Bancshares made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #555 holding.
Sugarloaf Wealth Management first reported a position in Commerce Bancshares in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Commerce Bancshares position peaked at $6.13K in Q4 2022.
466 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.