Whittier Trust’s Commerce Bancshares CBSH Stock Holding History

Whittier Trust’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	$11K	Sell	188 -37	-16%	-$1.94K	﹤0.01%	1131
2026 Q1	$11.2K	Buy	225 +65	+41%	+$3.37K	﹤0.01%	1106
2025 Q4	$8.59K	Hold	160	–	–	﹤0.01%	1155
2025 Q3	$8.99K	Hold	160	–	–	﹤0.01%	1136
2025 Q2	$9.45K	Buy	+160	New	+$9.39K	﹤0.01%	1241
2024 Q2	–	Sell	-271	Closed	-$13.1K	–	1528
2024 Q1	$13.1K	Buy	+271	New	+$12.9K	﹤0.01%	1223
2023 Q4	–	Sell	-2	Closed	-$95	–	1534
2023 Q3	$95	Buy	+2	New	+$86	﹤0.01%	1660
2023 Q1	–	Sell	-1,984	Closed	-$117K	–	1615
2022 Q4	$117K	Buy	+1,984	New	+$116K	﹤0.01%	773
2020 Q1	–	Sell	-346	Closed	-$18K	–	1483
2019 Q4	$18K	Buy	+346	New	+$16.2K	﹤0.01%	1039
2018 Q2	–	Sell	-201	Closed	-$8K	–	1272
2018 Q1	$8K	Hold	201	–	–	﹤0.01%	1075
2017 Q4	$8K	Sell	201 -1	-0.5%	-$37	﹤0.01%	1056
2017 Q3	$8K	Hold	202	–	–	﹤0.01%	1060
2017 Q2	$7K	Hold	202	–	–	﹤0.01%	1038
2017 Q1	$7K	Buy	+202	New	+$7.45K	﹤0.01%	1070

Other funds holding CBSH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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

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

Whittier Trust's CBSH Position: Q2 2026 in Review

Whittier Trust reduced its Commerce Bancshares (CBSH) stake by 16% in Q2 2026, selling an estimated $1.94K and leaving 188 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Whittier Trust first reported a position in CBSH in Q1 2017 and has held it in 14 quarters since. The position peaked at $117K in Q4 2022. 510 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Whittier Trust held 188 shares of Commerce Bancshares worth $11K as of Q2 2026.
Whittier Trust sold 37 Commerce Bancshares shares in Q2 2026, an estimated $1.94K.
Commerce Bancshares made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1131 holding.
Whittier Trust first reported a position in Commerce Bancshares in Q1 2017 and has held it in 14 quarters since.
Whittier Trust's Commerce Bancshares position peaked at $117K in Q4 2022.
510 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.