CBSH — COMMERCE BANCSHARES INC

Ownership history in AE Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in COMMERCE BANCSHARES INC (CBSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q4)
Avg. % of fund
0.0%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,461 +87 +1.4% 0.00% $386K $56.32
2025 Q2 ADDED 6,374 +162 +2.6% 0.00% $396K $58.33
2025 Q1 ADDED 6,212 +730 +13.3% 0.00% $387K $58.13
2024 Q4 ADDED 5,482 +221 +4.2% 0.00% $342K $57.95
2023 Q4 ADDED 5,261 +662 +14.4% 0.00% $281K $46.47
2023 Q3 ADDED 4,599 +832 +22.1% 0.00% $221K $39.54
2019 Q4 INITIATED 3,767 — — 0.01% $256K $47.73
% of Fund (quarterly)    CBSH price (monthly, adj. close)

Other funds also holding CBSH

As of 2025 Q4 — sorted by position size

SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 4.06% NFJ INVESTMENT GROUP, LLC 3Y 1.52% MTM Investment Management, LLC 3Y 1.47% Waterfront Wealth Inc. 3Y 1.41% Boxwood Ventures, Inc. 3Y 1.32% Paragon Capital Management LLC 3Y 7Y 1.13% Nicholson Wealth Management Group, LLC 1.05% Numerai GP LLC 3Y 1.04% Waterford Advisors, LLC 3Y 1.01% MATTERN CAPITAL MANAGEMENT, LLC 3Y 1.0%
← Back to AE Wealth Management LLC Holdings