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True Wealth Design’s Commerce Bancshares CBSH Stock Holding History

True Wealth Design’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 		$92.2K Buy
1,596
+1,466
+1,128% +$76.9K 0.02% 276
2026
Q1 		$6.4K Buy
130
+111
+584% +$5.76K ﹤0.01% 1119
2025
Q4 		$995 Sell
19
-206
-92% -$10.8K ﹤0.01% 1704
2025
Q3 		$12.8K Buy
225
+188
+508% +$11.1K ﹤0.01% 752
2025
Q2 		$2.18K Sell
37
-416
-92% -$24.4K ﹤0.01% 1150
2025
Q1 		$26.8K Buy
453
+37
+9% +$2.25K 0.01% 294
2024
Q4 		$24.7K Sell
416
-448
-52% -$27K 0.01% 294
2024
Q3 		$46.6K Buy
+864
New +$48K 0.02% 155

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

True Wealth Design's CBSH Position: Q2 2026 in Review

True Wealth Design increased its Commerce Bancshares (CBSH) stake by 1,128% in Q2 2026, buying an estimated $76.9K and bringing the position to 1,596 shares worth $92.2K. The position accounts for 0.02% of the portfolio, ranked #276.

True Wealth Design first reported a position in CBSH in Q3 2024 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • True Wealth Design held 1,596 shares of Commerce Bancshares worth $92.2K as of Q2 2026.
  • True Wealth Design bought 1,466 Commerce Bancshares shares in Q2 2026, an estimated $76.9K.
  • Commerce Bancshares made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #276 holding.
  • True Wealth Design first reported a position in Commerce Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.