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Whipplewood Advisors’s Commerce Bancshares CBSH Stock Holding History

Whipplewood 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
Q1 		$1.52K Buy
+31
New +$1.61K ﹤0.01% 820
2025
Q3 		– Sell
-33
Closed -$1.93K – 433
2025
Q2 		$1.93K Buy
33
+11
+50% +$645 ﹤0.01% 890
2025
Q1 		$1.93K Sell
22
-13
-37% -$792 ﹤0.01% 895
2024
Q4 		$2.03K Buy
+35
New +$2.11K ﹤0.01% 873

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

Whipplewood Advisors's CBSH Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Commerce Bancshares (CBSH) in Q1 2026: 31 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in CBSH as recently as Q2 2025.

Whipplewood Advisors first reported a position in CBSH in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.03K in Q4 2024. 470 funds tracked by Wall St. Rank hold CBSH as of Q1 2026.

  • Whipplewood Advisors held 31 shares of Commerce Bancshares worth $1.52K as of Q1 2026.
  • Commerce Bancshares was a new Whipplewood Advisors position in Q1 2026.
  • Commerce Bancshares made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #820 holding.
  • Whipplewood Advisors first reported a position in Commerce Bancshares in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Commerce Bancshares position peaked at $2.03K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.