WW
CBSH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waterfront Wealth's CBSH Position: Q1 2026 in Review

Waterfront Wealth reduced its Commerce Bancshares (CBSH) stake by 1.5% in Q1 2026, selling an estimated $106K and leaving 138,254 shares worth $6.8M. The position accounts for 1.25% of the portfolio, ranked #15.

Waterfront Wealth first reported a position in CBSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.88M in Q1 2021. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Waterfront Wealth held 138,254 shares of Commerce Bancshares worth $6.8M as of Q1 2026.
  • Waterfront Wealth sold 2,036 Commerce Bancshares shares in Q1 2026, an estimated $106K.
  • Commerce Bancshares made up 1.25% of Waterfront Wealth's portfolio in Q1 2026, its #15 holding.
  • Waterfront Wealth first reported a position in Commerce Bancshares in Q4 2020 and has held it in 22 quarters since.
  • Waterfront Wealth's Commerce Bancshares position peaked at $9.88M in Q1 2021.
  • 470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.