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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's CBSH Position: Q1 2026 in Review

United Advisor Group reduced its Commerce Bancshares (CBSH) stake by 5.2% in Q1 2026, selling an estimated $82.9K and leaving 28,894 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #143.

United Advisor Group first reported a position in CBSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.83M in Q4 2023. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

United Advisor Group held 28,894 shares of Commerce Bancshares worth $1.42M as of Q1 2026.
United Advisor Group sold 1,597 Commerce Bancshares shares in Q1 2026, an estimated $82.9K.
Commerce Bancshares made up 0.18% of United Advisor Group's portfolio in Q1 2026, its #143 holding.
United Advisor Group first reported a position in Commerce Bancshares in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Commerce Bancshares position peaked at $3.83M in Q4 2023.
470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.