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Summit Financial’s Commerce Bancshares CBSH Stock Holding History

Summit Financial’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 		$2.61M Sell
45,188
-6,718
-13% -$353K 0.03% 556
2026
Q1 		$2.55M Buy
51,906
+111
+0.2% +$5.76K 0.03% 507
2025
Q4 		$2.71M Sell
51,795
-9,974
-16% -$522K 0.04% 409
2025
Q3 		$3.52M Buy
61,769
+13
+0% +$764 0.05% 336
2025
Q2 		$3.66M Buy
61,756
+80
+0.1% +$4.69K 0.08% 199
2025
Q1 		$3.66M Sell
61,676
-527
-0.8% -$32.1K 0.1% 169
2024
Q4 		$3.69M Sell
62,203
-33
-0.1% -$1.99K 0.13% 136
2024
Q3 		$3.35M Buy
62,236
+57,490
+1,211% +$3.19M 0.13% 125
2024
Q2 		$240K Buy
4,746
+569
+14% +$28.1K 0.01% 451
2024
Q1 		$202K Sell
4,177
-94
-2% -$4.46K 0.01% 373
2023
Q4 		$207K Sell
4,271
-3,835
-47% -$165K 0.01% 339
2023
Q3 		$336K Buy
8,106
+59
+0.7% +$2.55K 0.02% 281
2023
Q2 		$338K Buy
+8,047
New +$357K 0.02% 263

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Financial's CBSH Position: Q2 2026 in Review

Summit Financial reduced its Commerce Bancshares (CBSH) stake by 13% in Q2 2026, selling an estimated $353K and leaving 45,188 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #556.

Summit Financial first reported a position in CBSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.69M in Q4 2024. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Summit Financial held 45,188 shares of Commerce Bancshares worth $2.61M as of Q2 2026.
  • Summit Financial sold 6,718 Commerce Bancshares shares in Q2 2026, an estimated $353K.
  • Commerce Bancshares made up 0.03% of Summit Financial's portfolio in Q2 2026, its #556 holding.
  • Summit Financial first reported a position in Commerce Bancshares in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's Commerce Bancshares position peaked at $3.69M in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.