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Wealthspire Advisors (New York)’s Commerce Bancshares CBSH Stock Holding History

Wealthspire Advisors (New York)’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
-302
Closed -$17.2K – 1322
2025
Q3 		$17.2K Buy
+302
New +$17.8K ﹤0.01% 1751

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s CBSH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 302 shares — an estimated $17.2K sold.

Wealthspire Advisors (New York) first reported a position in CBSH in Q3 2025 and held it in 1 quarter. The position peaked at $17.2K in Q3 2025. 454 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 302 Commerce Bancshares shares in Q4 2025, an estimated $17.2K.
  • Wealthspire Advisors (New York) first reported a position in Commerce Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Commerce Bancshares position peaked at $17.2K in Q3 2025.
  • 454 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.