Planning Strategies Inc.’s Commerce Bancshares CBSH Stock Holding History

Planning Strategies Inc.’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	$231	Buy	+4	New	+$210	﹤0.01%	973

Other funds holding CBSH

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Planning Strategies Inc.'s CBSH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Commerce Bancshares (CBSH) in Q2 2026: 4 shares worth $231. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings.

137 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

Planning Strategies Inc. held 4 shares of Commerce Bancshares worth $231 as of Q2 2026.
Commerce Bancshares was a new Planning Strategies Inc. position in Q2 2026.
Commerce Bancshares made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #973 holding.
137 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.