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WCG Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

WCG Wealth 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 		$835K Buy
14,452
+109
+0.8% +$5.72K 0.02% 430
2026
Q1 		$706K Sell
14,343
-563
-4% -$29.2K 0.02% 419
2025
Q4 		$780K Sell
14,906
-5,465
-27% -$286K 0.02% 391
2025
Q3 		$1.16M Buy
20,371
+8
+0% +$470 0.07% 215
2025
Q2 		$1.21M Sell
20,363
-74
-0.4% -$4.34K 0.08% 205
2025
Q1 		$1.21M Sell
20,437
-143
-0.7% -$8.71K 0.09% 182
2024
Q4 		$1.22M Sell
20,580
-108
-0.5% -$6.51K 0.08% 190
2024
Q3 		$1.11M Buy
20,688
+4
+0% +$222 0.08% 212
2024
Q2 		$1.05M Buy
20,684
+2,584
+14% +$128K 0.08% 192
2024
Q1 		$873K Sell
18,100
-3,937
-18% -$187K 0.07% 193
2023
Q4 		$1.07M Sell
22,037
-2,657
-11% -$115K 0.08% 196
2023
Q3 		$1.02M Buy
+24,694
New +$1.07M 0.07% 197

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

WCG Wealth Advisors's CBSH Position: Q2 2026 in Review

WCG Wealth Advisors increased its Commerce Bancshares (CBSH) stake by 0.76% in Q2 2026, buying an estimated $5.72K and bringing the position to 14,452 shares worth $835K. The position accounts for 0.02% of the portfolio, ranked #430.

WCG Wealth Advisors first reported a position in CBSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q4 2024. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • WCG Wealth Advisors held 14,452 shares of Commerce Bancshares worth $835K as of Q2 2026.
  • WCG Wealth Advisors bought 109 Commerce Bancshares shares in Q2 2026, an estimated $5.72K.
  • Commerce Bancshares made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #430 holding.
  • WCG Wealth Advisors first reported a position in Commerce Bancshares in Q3 2023 and has held it in 12 quarters since.
  • WCG Wealth Advisors's Commerce Bancshares position peaked at $1.22M in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

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