IFG Advisory, LLC CBSH COMMERCE BANCSHARES

Ownership history in IFG Advisory, LLC  ·  27 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported COMMERCE BANCSHARES (CBSH) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 15.29% in 2026 Q1. The latest visible filing shows CBSH at 15.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in COMMERCE BANCSHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CBSH was reported at 15.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFG Advisory, LLC held CBSH — position size vs. price
% of Fund (quarterly)    CBSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 108,410 +3,148 +3.0% 15.29% $5.3M 2026-05-12 $51.14
2025 Q2 ADDED 105,262 +2,013 +1.9% 0.33% $6.5M 2025-08-04 $57.06
2025 Q1 UNCHANGED 103,249 0% 0.36% $6.4M 2025-05-08 $59.13
2024 Q4 ADDED 103,249 +2,618 +2.6% 0.36% $6.4M 2025-02-14 $61.14
2024 Q3 REDUCED 100,631 -120 -0.1% 0.38% $6.0M 2024-10-30 $56.11
2024 Q2 REDUCED 48.8% +6.9% 100,751 -95,915 -48.8% 0.36% $5.6M 2024-07-30 $57.04
2024 Q1 ADDED 196,666 +95,908 +95.2% 0.78% $10.5M 2024-05-06 $49.10
2023 Q4 ADDED 100,758 +4,802 +5.0% 0.39% $5.4M 2024-01-17 $45.14
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFG Advisory, LLC and CBSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFG Advisory, LLC reported owning CBSH?

IFG Advisory, LLC reported CBSH across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CBSH position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for CBSH was 15.29% in 2026 Q1.

What is the latest reported CBSH position on this page?

The most recent filing on this page is 2026 Q1, when IFG Advisory, LLC reported 108,410 shares, equal to 15.29% of portfolio, with an estimated market value of $5.3M.

What does the chart on this CBSH ownership page compare?

The chart compares IFG Advisory, LLC's quarterly CBSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFG Advisory, LLC time their CBSH position?

Based on 13F filing dates vs. subsequent CBSH price moves, IFG Advisory, LLC correctly timed 13 out of 25 reported position changes (52%). The annualised alpha on CBSH relative to SPY over the holding period was -8.9%.

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