Thurston Springer Miller Herd & Titak’s Commerce Bancshares CBSH Stock Holding History

Thurston Springer Miller Herd & Titak’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	$22.9K	Sell	396 -6,894	-95%	-$362K	0.01%	652
2026 Q1	$359K	Sell	7,290 -1,791	-20%	-$93K	0.15%	173
2025 Q4	$475K	Buy	9,081 +5,252	+137%	+$275K	0.17%	149
2025 Q3	$218K	Sell	3,829 -42,114	-92%	-$2.48M	0.43%	62
2025 Q2	$2.72M	Buy	45,943 +5,892	+15%	+$346K	0.35%	75
2025 Q1	$2.37M	Buy	40,051 +8,764	+28%	+$534K	0.4%	68
2024 Q4	$1.86M	Buy	31,287 +10,287	+49%	+$620K	0.38%	66
2024 Q3	$1.13M	Buy	21,000 +1,829	+10%	+$102K	0.31%	84
2024 Q2	$970K	Buy	+19,171	New	+$948K	0.3%	82

Other funds holding CBSH

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return