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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
Q2 		– Sell
-31
Closed -$1.52K – 697
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 $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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CBSH Position: Q2 2026 in Review

Whipplewood Advisors sold out of Commerce Bancshares (CBSH) in Q2 2026, closing a stake of 31 shares — an estimated $1.52K sold.

Whipplewood Advisors first reported a position in CBSH in Q4 2024 and held it in 4 quarters. The position peaked at $2.03K in Q4 2024. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Whipplewood Advisors reported no remaining Commerce Bancshares position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 31 Commerce Bancshares shares in Q2 2026, an estimated $1.52K.
  • Whipplewood Advisors first reported a position in Commerce Bancshares in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Commerce Bancshares position peaked at $2.03K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.