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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
Q3 		$1.58M Buy
28,908
+5
+0% +$292 0.15% 162
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

United Advisor Group's CBSH Position: Q3 2026 in Review

United Advisor Group increased its Commerce Bancshares (CBSH) stake by 0.02% in Q3 2026, buying an estimated $292 and bringing the position to 28,908 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #162.

United Advisor Group first reported a position in CBSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q4 2023. 249 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

  • United Advisor Group held 28,908 shares of Commerce Bancshares worth $1.58M as of Q3 2026.
  • United Advisor Group bought 5 Commerce Bancshares shares in Q3 2026, an estimated $292.
  • Commerce Bancshares made up 0.15% of United Advisor Group's portfolio in Q3 2026, its #162 holding.
  • United Advisor Group first reported a position in Commerce Bancshares in Q4 2023 and has held it in 12 quarters since.
  • United Advisor Group's Commerce Bancshares position peaked at $3.83M in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.