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Summit Trail Advisors’s Commerce Bancshares CBSH Stock Holding History

Summit Trail 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
2026
Q2 		$3.13M Sell
54,125
-640
-1% -$33.6K 0.04% 348
2026
Q1 		$2.69M Buy
54,765
+13,377
+32% +$694K 0.04% 355
2025
Q4 		$2.17M Buy
41,388
+1,097
+3% +$57.4K 0.04% 361
2025
Q3 		$2.29M Buy
40,291
+26,241
+187% +$1.54M 0.03% 380
2025
Q2 		$832K Buy
+14,050
New +$824K 0.01% 541
2018
Q1 		– Sell
-145
Closed -$6K – 626
2017
Q4 		$6K Buy
+145
New +$5.4K ﹤0.01% 1350

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 Trail Advisors's CBSH Position: Q2 2026 in Review

Summit Trail Advisors reduced its Commerce Bancshares (CBSH) stake by 1.2% in Q2 2026, selling an estimated $33.6K and leaving 54,125 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #348.

Summit Trail Advisors first reported a position in CBSH in Q4 2017 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Summit Trail Advisors held 54,125 shares of Commerce Bancshares worth $3.13M as of Q2 2026.
  • Summit Trail Advisors sold 640 Commerce Bancshares shares in Q2 2026, an estimated $33.6K.
  • Commerce Bancshares made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #348 holding.
  • Summit Trail Advisors first reported a position in Commerce Bancshares in Q4 2017 and has held it in 6 quarters since.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.