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United Advisor Group’s Commerce Bancshares CBSH Stock Holding History

United Advisor 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
2026
Q2 		$1.67M Buy
28,903
+9
+0% +$472 0.18% 147
2026
Q1 		$1.42M Sell
28,894
-1,597
-5% -$82.9K 0.18% 143
2025
Q4 		$1.6M Sell
30,491
-463
-1% -$24.2K 0.2% 121
2025
Q3 		$1.76M Sell
30,954
-581
-2% -$34.2K 0.24% 103
2025
Q2 		$1.87M Buy
31,535
+5
+0% +$293 0.32% 84
2025
Q1 		$1.87M Sell
31,530
-1,148
-4% -$69.9K 0.38% 69
2024
Q4 		$1.94M Sell
32,678
-1,042
-3% -$62.8K 0.38% 68
2024
Q3 		$1.82M Hold
33,720
– – 0.41% 63
2024
Q2 		$1.71M Buy
33,720
+18
+0.1% +$890 0.53% 56
2024
Q1 		$1.63M Sell
33,702
-40,881
-55% -$1.94M 0.61% 53
2023
Q4 		$3.83M Buy
+74,583
New +$3.22M 4.6% 5

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

United Advisor Group's CBSH Position: Q2 2026 in Review

United Advisor Group increased its Commerce Bancshares (CBSH) stake by 0.03% in Q2 2026, buying an estimated $472 and bringing the position to 28,903 shares worth $1.67M. The position accounts for 0.18% of the portfolio, ranked #147.

United Advisor Group first reported a position in CBSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.83M in Q4 2023. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • United Advisor Group held 28,903 shares of Commerce Bancshares worth $1.67M as of Q2 2026.
  • United Advisor Group bought 9 Commerce Bancshares shares in Q2 2026, an estimated $472.
  • Commerce Bancshares made up 0.18% of United Advisor Group's portfolio in Q2 2026, its #147 holding.
  • United Advisor Group first reported a position in Commerce Bancshares in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Commerce Bancshares position peaked at $3.83M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.