XF
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XML Financial’s Commerce Bancshares CBSH Stock Holding History

XML Financial’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
2025
Q4 		– Sell
-4,124
Closed -$235K – 447
2025
Q3 		$235K Hold
4,124
– – 0.02% 354
2025
Q2 		$244K Hold
4,124
– – 0.02% 329
2025
Q1 		$244K Buy
4,124
+483
+13% +$29.4K 0.02% 310
2024
Q4 		$216K Buy
+3,641
New +$219K 0.02% 333

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

XML Financial's CBSH Position: Q4 2025 in Review

XML Financial sold out of Commerce Bancshares (CBSH) in Q4 2025, closing a stake of 4,124 shares — an estimated $235K sold.

XML Financial first reported a position in CBSH in Q4 2024 and held it in 4 quarters. The position peaked at $244K in Q1 2025. 457 funds tracked by Wall St. Rank hold CBSH as of Q4 2025.

  • XML Financial reported no remaining Commerce Bancshares position as of Q4 2025 after selling out during the quarter.
  • XML Financial sold 4,124 Commerce Bancshares shares in Q4 2025, an estimated $235K.
  • XML Financial first reported a position in Commerce Bancshares in Q4 2024 and held it in 4 quarters.
  • XML Financial's Commerce Bancshares position peaked at $244K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.