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Venturi Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-446
Closed -$26.5K – 766
2024
Q4 		$26.5K Buy
446
+25
+6% +$1.51K ﹤0.01% 1197
2024
Q3 		$22.7K Hold
421
– – ﹤0.01% 979
2024
Q2 		$21.3K Buy
421
+396
+1,584% +$19.6K ﹤0.01% 927
2024
Q1 		$1.22K Buy
+25
New +$1.19K ﹤0.01% 1315
2020
Q1 		– Sell
-7,262
Closed -$368K – 219
2019
Q4 		$368K Sell
7,262
-241
-3% -$11.3K 0.04% 183
2019
Q3 		$323K Buy
7,503
+224
+3% +$9.34K 0.04% 190
2019
Q2 		$309K Sell
7,279
-155
-2% -$6.54K 0.04% 196
2019
Q1 		$313K Sell
7,434
-646
-8% -$27.7K 0.04% 203
2018
Q4 		$325K Buy
+8,080
New +$346K 0.05% 194

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Venturi Wealth Management's CBSH Position: Q1 2025 in Review

Venturi Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2025, closing a stake of 446 shares — an estimated $26.5K sold.

Venturi Wealth Management first reported a position in CBSH in Q4 2018 and held it in 9 quarters. The position peaked at $368K in Q4 2019. 464 funds tracked by Wall St. Rank hold CBSH as of Q1 2025.

  • Venturi Wealth Management reported no remaining Commerce Bancshares position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 446 Commerce Bancshares shares in Q1 2025, an estimated $26.5K.
  • Venturi Wealth Management first reported a position in Commerce Bancshares in Q4 2018 and held it in 9 quarters.
  • Venturi Wealth Management's Commerce Bancshares position peaked at $368K in Q4 2019.
  • 464 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.