IMA Advisory Services’s Commerce Bancshares CBSH Stock Holding History

IMA Advisory Services’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 Q2	$27.8K	Hold	481	–	–	﹤0.01%	592
2026 Q1	$23.7K	Hold	481	–	–	﹤0.01%	295
2025 Q4	$25.2K	Sell	481 -1	-0.2%	-$52	﹤0.01%	293
2025 Q3	$27.4K	Hold	482	–	–	﹤0.01%	277
2025 Q2	$28.5K	Hold	482	–	–	﹤0.01%	262
2025 Q1	$28.6K	Buy	+482	New	+$29.4K	﹤0.01%	261
2024 Q4	–	Sell	-483	Closed	-$26K	–	187
2024 Q3	$26K	Buy	+483	New	+$26.8K	0.01%	212
2023 Q4	–	Sell	-484	Closed	-$20.1K	–	97
2023 Q3	$20.1K	Hold	484	–	–	0.01%	215
2023 Q2	$20.4K	Hold	484	–	–	0.01%	220
2023 Q1	$24.4K	Hold	484	–	–	0.01%	204
2022 Q4	$28.5K	Sell	484 -1	-0.2%	-$58	0.01%	209
2022 Q3	$26K	Hold	485	–	–	0.01%	211
2022 Q2	$26K	Hold	485	–	–	0.01%	219
2022 Q1	$29K	Hold	485	–	–	0.01%	182
2021 Q4	$27K	Hold	485	–	–	0.01%	196
2021 Q3	$26K	Hold	485	–	–	0.01%	182
2021 Q2	$28K	Hold	485	–	–	0.01%	173
2021 Q1	$29K	Hold	485	–	–	0.01%	170
2020 Q4	$25K	Buy	+485	New	+$23.5K	0.01%	170

Other funds holding CBSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

IMA Advisory Services's CBSH Position: Q2 2026 in Review

IMA Advisory Services held its Commerce Bancshares (CBSH) position steady in Q2 2026 at 481 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

IMA Advisory Services first reported a position in CBSH in Q4 2020 and has held it in 19 quarters since. The position peaked at $29K in Q1 2022. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

IMA Advisory Services held 481 shares of Commerce Bancshares worth $27.8K as of Q2 2026.
IMA Advisory Services left its Commerce Bancshares share count unchanged in Q2 2026.
Commerce Bancshares made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #592 holding.
IMA Advisory Services first reported a position in Commerce Bancshares in Q4 2020 and has held it in 19 quarters since.
IMA Advisory Services's Commerce Bancshares position peaked at $29K in Q1 2022.
506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.