United Capital Financial Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-9,379
| Closed | -$461K | – | 1643 |
|
|
2026
Q1 | $461K | Buy |
+9,379
| New | +$487K | ﹤0.01% | 1105 |
|
|
2023
Q1 | – | Sell |
-4,538
| Closed | -$267K | – | 978 |
|
|
2022
Q4 | $267K | Sell |
4,538
-9,224
| -67% | -$538K | ﹤0.01% | 912 |
|
|
2022
Q3 | $749K | Buy |
13,762
+1,036
| +8% | +$59.1K | ﹤0.01% | 672 |
|
|
2022
Q2 | $687K | Sell |
12,726
-37,558
| -75% | -$2.11M | ﹤0.01% | 714 |
|
|
2022
Q1 | $2.96M | Buy |
50,284
+21,115
| +72% | +$1.23M | 0.01% | 451 |
|
|
2021
Q4 | $1.65M | Sell |
29,169
-3
| -0% | -$169 | 0.01% | 573 |
|
|
2021
Q3 | $1.59M | Sell |
29,172
-139
| -0.5% | -$7.67K | 0.01% | 569 |
|
|
2021
Q2 | $1.71M | Buy |
29,311
+139
| +0.5% | +$8.38K | 0.01% | 571 |
|
|
2021
Q1 | $1.75M | Sell |
29,172
-178,693
| -86% | -$10.3M | 0.01% | 537 |
|
|
2020
Q4 | $10.7M | Sell |
207,865
-9
| -0% | -$436 | 0.06% | 247 |
|
|
2020
Q3 | $8.73M | Buy |
207,874
+5
| +0% | +$215 | 0.06% | 269 |
|
|
2020
Q2 | $9.22M | Hold |
207,869
| – | – | 0.07% | 263 |
|
|
2020
Q1 | $7.81M | Sell |
207,869
-544
| -0.3% | -$25.8K | 0.06% | 269 |
|
|
2019
Q4 | $10.6M | Buy |
208,413
+86
| +0% | +$4.02K | 0.07% | 306 |
|
|
2019
Q3 | $8.98M | Sell |
208,327
-187
| -0.1% | -$7.8K | 0.06% | 307 |
|
|
2019
Q2 | $8.84M | Buy |
208,514
+49
| +0% | +$2.07K | 0.06% | 313 |
|
|
2019
Q1 | $8.6M | Sell |
208,465
-3,816
| -2% | -$163K | 0.06% | 319 |
|
|
2018
Q4 | $8.5M | Sell |
212,281
-1,111
| -0.5% | -$47.6K | 0.07% | 280 |
|
|
2018
Q3 | $9.54M | Buy |
213,392
+927
| +0.4% | +$43.3K | 0.07% | 310 |
|
|
2018
Q2 | $9.31M | Buy |
212,465
+149
| +0.1% | +$6.48K | 0.07% | 315 |
|
|
2018
Q1 | $8.61M | Sell |
212,316
-2,205
| -1% | -$87.6K | 0.07% | 319 |
|
|
2017
Q4 | $8.21M | Sell |
214,521
-40
| -0% | -$1.49K | 0.06% | 324 |
|
|
2017
Q3 | $7.99M | Sell |
214,561
-5
| -0% | -$181 | 0.07% | 313 |
|
|
2017
Q2 | $7.86M | Buy |
214,566
+5,588
| +3% | +$199K | 0.07% | 312 |
|
|
2017
Q1 | $7.57M | Buy |
208,978
+475
| +0.2% | +$17.5K | 0.07% | 312 |
|
|
2016
Q4 | $7.77M | Sell |
208,503
-1,144
| -0.5% | -$38.6K | 0.08% | 308 |
|
|
2016
Q3 | $6.34M | Buy |
209,647
+1,184
| +0.6% | +$35.3K | 0.06% | 342 |
|
|
2016
Q2 | $6.14M | Sell |
208,463
-549
| -0.3% | -$15.8K | 0.06% | 333 |
|
|
2016
Q1 | $5.77M | Buy |
+209,012
| New | +$5.41M | 0.06% | 309 |
|
Other funds holding CBSH
CB
United Capital Financial Advisors's CBSH Position: Q2 2026 in Review
United Capital Financial Advisors sold out of Commerce Bancshares (CBSH) in Q2 2026, closing a stake of 9,379 shares — an estimated $461K sold.
United Capital Financial Advisors first reported a position in CBSH in Q1 2016 and held it in 29 quarters. The position peaked at $10.7M in Q4 2020. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.
- United Capital Financial Advisors reported no remaining Commerce Bancshares position as of Q2 2026 after selling out during the quarter.
- United Capital Financial Advisors sold 9,379 Commerce Bancshares shares in Q2 2026, an estimated $461K.
- United Capital Financial Advisors first reported a position in Commerce Bancshares in Q1 2016 and held it in 29 quarters.
- United Capital Financial Advisors's Commerce Bancshares position peaked at $10.7M in Q4 2020.
- 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.