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HB Wealth Management, LLC → CBSH

HB Wealth Management, LLC CBSH Position History

Commerce Bancshares, Inc. • Financial Services

Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$665K
Q4 2025$303K
Q1 2026$358K
Q2 2026$1M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M32.1K——
Q2 2026$1M18.1K——
Q1 2026$358K7.3K——
Q4 2025$303K5.8K——
Q4 2025$665K7.7K——

Other funds holding CBSH

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B