Wealthcare Advisory Partners’s Commerce Bancshares CBSH Stock Holding History

Wealthcare Advisory Partners’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
2025 Q4	–	Sell	-3,835	Closed	-$218K	–	1078
2025 Q3	$218K	Hold	3,835	–	–	﹤0.01%	951
2025 Q2	$227K	Buy	3,835 +6	+0.2%	+$352	0.01%	895
2025 Q1	$227K	Sell	3,829 -84	-2%	-$5.12K	0.01%	836
2024 Q4	$232K	Buy	3,913 +10	+0.3%	+$603	0.01%	799
2024 Q3	$210K	Sell	3,903 -58	-1%	-$3.22K	0.01%	817
2024 Q2	$200K	Buy	+3,961	New	+$196K	0.01%	793
2023 Q2	–	Sell	-4,121	Closed	-$208K	–	725
2023 Q1	$208K	Buy	+4,121	New	+$230K	0.01%	679
2021 Q2	–	Sell	-48	Closed	-$3K	–	747
2021 Q1	$3K	Buy	+48	New	+$2.77K	﹤0.01%	1765

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Advisory Partners's CBSH Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 3,835 shares — an estimated $218K sold.

Wealthcare Advisory Partners first reported a position in CBSH in Q1 2021 and held it in 8 quarters. The position peaked at $232K in Q4 2024. 457 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

Wealthcare Advisory Partners reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,835 Commerce Bancshares shares in Q4 2025, an estimated $218K.
Wealthcare Advisory Partners first reported a position in Commerce Bancshares in Q1 2021 and held it in 8 quarters.
Wealthcare Advisory Partners's Commerce Bancshares position peaked at $232K in Q4 2024.
457 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.