This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CBSH/capital-change-brief"
Use Arkolith's capital_change_brief for CBSH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $636.4M | 12.9M | ▲+5.9% Added · +726K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $433.2M | 8.8M | ▲New +8.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $347.7M | 7.1M | ▼−3.4% Reduced · −252K sh | Q1 2026 | |
| 4 | COMMERCE BANK | $344.9M | 7.0M | ▲+24% Added · +1.3M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $306.3M | 6.2M | ▲New +6.2M sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $306.2M | 6.2M | ▲+31% Added · +1.5M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $194.0M | 3.9M | ▲+29% Added · +894K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $146.4M | 3.0M | ▲+7.0% Added · +195K sh | Q1 2026 | |
| 9 | FIRST TRUST ADVISORS LP | $128.4M | 2.6M | ▲+11% Added · +258K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $112.8M | 2.3M | ▼−6.0% Reduced · −147K sh | Q1 2026 | |
| 11 | Champlain Investment Partners, LLC | $111.5M | 2.3M | ▲+102% Added · +1.1M sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $101.7M | 2.1M | ▼−1.8% Reduced · −37K sh | Q1 2026 | |
| 13 | Boston Trust Walden Corp | $95.2M | 1.9M | ▼−7.2% Reduced · −150K sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $91.4M | 1.9M | ▲+46% Added · +589K sh | Q1 2026 | |
| 15 | NORGES BANK | $85.3M | 1.6M | ▲+13% Added · +193K sh | Q4 2025 | |
| 16 | JPMORGAN CHASE & CO | $77.8M | 1.6M | ▼−6.0% Reduced · −104K sh | Q1 2026 | |
| 17 | UBS Group AG | $64.2M | 1.3M | ▲+7.6% Added · +92K sh | Q1 2026 | |
| 18 | VICTORY CAPITAL MANAGEMENT INC | $62.3M | 1.3M | ▲+11% Added · +121K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $60.8M | 1.2M | ▲+6.8% Added · +79K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $58.8M | 1.2M | ▲+13% Added · +138K sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $50.9M | 1.0M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $50.8M | 1.0M | ▲+63% Added · +399K sh | Q1 2026 | |
| 23 | COOKE & BIELER LP | $49.5M | 1.0M | ▲+1.0% Added · +10K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $49.2M | 999K | ▲+2.7% Added · +27K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $41.9M | 852K | ▲New +852K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | BARTH KEVIN G | Executive Vice President | Grant (A) | 44K | $2.6M |
| Jul 1, 2026 | KIM CHARLES G | Exec. Vice President and CFO | Grant (A) | 44K | $2.6M |
| Jun 23, 2026 | KEMPER DAVID W | Executive Chairman, Director | Grant (A) | 131 | $7K |
| Jun 23, 2026 | BARTH KEVIN G | Executive Vice President | Grant (A) | 120 | $7K |
| Jun 16, 2026 | FOWLER JUNE MCALLISTER | Director | Sell (S) | 200 | $11K |
| May 29, 2026 | CHAPMAN WILLIAM KYLE | Director | Grant (A) | 646 | $34K |
| May 29, 2026 | TAYLOR CHRISTINE B | Director | Grant (A) | 646 | $34K |
| May 29, 2026 | Schnuck Todd R | Director | Grant (A) | 790 | $41K |
| May 29, 2026 | MACIA ALAINA G | Director | Grant (A) | 646 | $34K |
| May 29, 2026 | FOWLER JUNE MCALLISTER | Director | Grant (A) | 646 | $34K |
| May 29, 2026 | DUNN TIMOTHY S | Director | Grant (A) | 718 | $37K |
| May 29, 2026 | Daniel Karen L | Director | Grant (A) | 886 | $46K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 165 funds | $63.3B |
| NVIDIA CORPNVDA | 163 funds | $83.9B |
| ALPHABET INC-CL AGOOGL | 162 funds | $39.6B |
| META PLATFORMS INC-CLASS AMETA | 162 funds | $26.5B |
| ELI LILLY & COLLY | 162 funds | $15.9B |
| COSTCO WHOLESALE CORPCOST | 162 funds | $11.2B |
| MASTERCARD INC - AMA | 162 funds | $10.4B |
| APPLE INCAAPL | 161 funds | $75.3B |
| JPMORGAN CHASE & COJPM | 161 funds | $21.2B |
| TESLA INCTSLA | 160 funds | $18.8B |
| EXXON MOBIL CORPXOM | 160 funds | $13.6B |
| VISA INC-CLASS A SHARESV | 160 funds | $13.2B |
Ranked by how many of CBSH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CBSH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.