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James T. Borello RIA’s Commerce Bancshares CBSH Stock Holding History

James T. Borello RIA’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
Q3 		$985 Hold
18
– – ﹤0.01% 997
2026
Q2 		$1.04K Sell
18
-273
-94% -$14.3K ﹤0.01% 1016
2026
Q1 		$14.3K Sell
291
-20
-6% -$1.04K ﹤0.01% 459
2025
Q4 		$16.3K Buy
+311
New +$16.3K ﹤0.01% 310

Other funds holding CBSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's CBSH Position: Q3 2026 in Review

James T. Borello RIA held its Commerce Bancshares (CBSH) position steady in Q3 2026 at 18 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #997.

James T. Borello RIA first reported a position in CBSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.3K in Q4 2025. 57 funds tracked by Wall St. Rank hold CBSH as of Q3 2026.

  • James T. Borello RIA held 18 shares of Commerce Bancshares worth $985 as of Q3 2026.
  • James T. Borello RIA left its Commerce Bancshares share count unchanged in Q3 2026.
  • Commerce Bancshares made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #997 holding.
  • James T. Borello RIA first reported a position in Commerce Bancshares in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Commerce Bancshares position peaked at $16.3K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.