ZRP
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Zynergy Retirement Planning’s Commerce Bancshares CBSH Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-254
Closed -$15.1K – 36
2025
Q1 		$15.1K Buy
254
+11
+5% +$670 0.01% 73
2024
Q4 		$13.7K Sell
243
-12
-5% -$723 0.01% 71
2024
Q3 		$13.7K Hold
255
– – 0.01% 71
2024
Q2 		$12.9K Buy
+255
New +$12.6K 0.01% 80

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zynergy Retirement Planning's CBSH Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Commerce Bancshares (CBSH) in Q2 2025, closing a stake of 254 shares — an estimated $15.1K sold.

Zynergy Retirement Planning first reported a position in CBSH in Q2 2024 and held it in 4 quarters. The position peaked at $15.1K in Q1 2025. 489 funds tracked by Wall St. Rank hold CBSH as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Commerce Bancshares position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 254 Commerce Bancshares shares in Q2 2025, an estimated $15.1K.
  • Zynergy Retirement Planning first reported a position in Commerce Bancshares in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Commerce Bancshares position peaked at $15.1K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.