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Wipfli Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

Wipfli Financial 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
2022
Q3 		$75K Buy
+1,376
New +$78.5K 0.01% 874

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's CBSH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Commerce Bancshares (CBSH) in Q3 2022: 1,376 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #874 among its holdings.

398 funds tracked by Wall St. Rank hold CBSH as of Q3 2022.

  • Wipfli Financial Advisors held 1,376 shares of Commerce Bancshares worth $75K as of Q3 2022.
  • Commerce Bancshares was a new Wipfli Financial Advisors position in Q3 2022.
  • Commerce Bancshares made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #874 holding.
  • 398 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.