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Summit Securities Group’s Commerce Bancshares CBSH Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-176
Closed -$10K – 671
2024
Q3 		$10K Buy
+176
New +$9.77K ﹤0.01% 374
2017
Q1 		– Sell
-8,078
Closed -$301K – 303
2016
Q4 		$301K Buy
+8,078
New +$273K 0.07% 196

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

Summit Securities Group's CBSH Position: Q4 2024 in Review

Summit Securities Group sold out of Commerce Bancshares (CBSH) in Q4 2024, closing a stake of 176 shares — an estimated $10K sold.

Summit Securities Group first reported a position in CBSH in Q4 2016 and held it in 2 quarters. The position peaked at $301K in Q4 2016. 466 funds tracked by Wall St. Rank hold CBSH as of Q4 2024.

  • Summit Securities Group reported no remaining Commerce Bancshares position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 176 Commerce Bancshares shares in Q4 2024, an estimated $10K.
  • Summit Securities Group first reported a position in Commerce Bancshares in Q4 2016 and held it in 2 quarters.
  • Summit Securities Group's Commerce Bancshares position peaked at $301K in Q4 2016.
  • 466 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.