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Waterfront Wealth’s Commerce Bancshares CBSH Stock Holding History

Waterfront Wealth’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 		$7.93M Sell
135,802
-2,452
-2% -$129K 1.23% 16
2026
Q1 		$6.8M Sell
138,254
-2,036
-1% -$106K 1.25% 15
2025
Q4 		$7.43M Sell
140,290
-1,559
-1% -$81.5K 1.41% 13
2025
Q3 		$7.26M Sell
141,849
-697
-0.5% -$41K 1.49% 15
2025
Q2 		$8.44M Sell
142,546
-763
-0.5% -$44.8K 1.89% 6
2025
Q1 		$8.49M Sell
143,309
-1,406
-1% -$85.7K 2.07% 5
2024
Q4 		$8.59M Sell
144,715
-8,405
-5% -$507K 2.09% 5
2024
Q3 		$8.65M Sell
153,120
-1,259
-0.8% -$69.9K 2.12% 5
2024
Q2 		$7.81M Sell
154,379
-1,903
-1% -$94.1K 2.12% 5
2024
Q1 		$7.86M Sell
156,282
-2,068
-1% -$98.1K 2.2% 3
2023
Q4 		$7.67M Sell
158,350
-707
-0.4% -$30.5K 2.26% 4
2023
Q3 		$6.1M Buy
159,057
+44
+0% +$1.9K 2% 7
2023
Q2 		$7.42M Sell
159,013
-1,801
-1% -$79.8K 2.2% 6
2023
Q1 		$8.11M Sell
160,814
-309
-0.2% -$17.2K 2.65% 2
2022
Q4 		$9.11M Sell
161,123
-820
-0.5% -$47.8K 3.13% 2
2022
Q3 		$9.19M Sell
161,943
-120
-0.1% -$6.84K 3.5% 2
2022
Q2 		$8.75M Sell
162,063
-169
-0.1% -$9.49K 3.54% 2
2022
Q1 		$9.3M Sell
162,232
-1,014
-0.6% -$59.2K 3.29% 3
2021
Q4 		$9.23M Sell
163,246
-209
-0.1% -$11.8K 3.66% 2
2021
Q3 		$8.92M Sell
163,455
-19
-0% -$1.05K 4.31% 1
2021
Q2 		$9.55M Sell
163,474
-89
-0.1% -$5.36K 4.52% 1
2021
Q1 		$9.88M Sell
163,563
-151
-0.1% -$8.71K 4.97% 1
2020
Q4 		$8.43M Buy
+163,714
New +$7.93M 5.97% 1

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

Waterfront Wealth's CBSH Position: Q2 2026 in Review

Waterfront Wealth reduced its Commerce Bancshares (CBSH) stake by 1.8% in Q2 2026, selling an estimated $129K and leaving 135,802 shares worth $7.93M. The position accounts for 1.23% of the portfolio, ranked #16.

Waterfront Wealth first reported a position in CBSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.88M in Q1 2021. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Waterfront Wealth held 135,802 shares of Commerce Bancshares worth $7.93M as of Q2 2026.
  • Waterfront Wealth sold 2,452 Commerce Bancshares shares in Q2 2026, an estimated $129K.
  • Commerce Bancshares made up 1.23% of Waterfront Wealth's portfolio in Q2 2026, its #16 holding.
  • Waterfront Wealth first reported a position in Commerce Bancshares in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's Commerce Bancshares position peaked at $9.88M in Q1 2021.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.