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Waterford Advisors’s Commerce Bancshares CBSH Stock Holding History

Waterford Advisors’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 		$3.01M Hold
44,863
– – 0.82% 17
2026
Q1 		$2.59M Hold
44,863
– – 0.82% 18
2025
Q4 		$2.58M Buy
+44,863
New +$2.35M 1.01% 14

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

Waterford Advisors's CBSH Position: Q2 2026 in Review

Waterford Advisors held its Commerce Bancshares (CBSH) position steady in Q2 2026 at 44,863 shares worth $3.01M. The position accounts for 0.82% of the portfolio, ranked #17.

Waterford Advisors first reported a position in CBSH in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Waterford Advisors held 44,863 shares of Commerce Bancshares worth $3.01M as of Q2 2026.
  • Waterford Advisors left its Commerce Bancshares share count unchanged in Q2 2026.
  • Commerce Bancshares made up 0.82% of Waterford Advisors's portfolio in Q2 2026, its #17 holding.
  • Waterford Advisors first reported a position in Commerce Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.