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Wealth Preservation Advisors’s Commerce Bancshares CBSH Stock Holding History

Wealth Preservation 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 		– Sell
-103
Closed -$5.07K – 223
2026
Q1 		$5.07K Buy
+103
New +$5.35K ﹤0.01% 488

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

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

Wealth Preservation Advisors sold out of Commerce Bancshares (CBSH) in Q2 2026, closing a stake of 103 shares — an estimated $5.07K sold.

Wealth Preservation Advisors first reported a position in CBSH in Q1 2026 and held it in 1 quarter. The position peaked at $5.07K in Q1 2026. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Commerce Bancshares position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 103 Commerce Bancshares shares in Q2 2026, an estimated $5.07K.
  • Wealth Preservation Advisors first reported a position in Commerce Bancshares in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Commerce Bancshares position peaked at $5.07K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

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