OneDigital Investment Advisors LLC

Position in CBSH — Commerce Bancshares Inc /Mo/

CIK 1690370 OVERLAND PARK, KS

Position in CBSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$227,592

-$580,715 QoQ

Shares Held

3,941

-72.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#366

of 508 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. CBSH ranks #31 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	122,054	$6,080,730
2	PNC	Pnc Financial Services Group, Inc.	6,269	$1,543,553
3	FITB	Fifth Third Bancorp	23,371	$1,317,423
4	USB	US Bancorp De	18,974	$1,146,029
5	FHB	First Hawaiian, Inc.	33,441	$979,821
6	IBN	Icici Bank Ltd	30,116	$874,267
7	NU	Nu Holdings Ltd.	57,547	$768,827
8	WTFC	Wintrust Financial Corp	4,643	$746,222

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,592	3,941	-69.5%	Shares	Sole	2026-08-07
2022-06-30	$808,307	12,928	+0.4%	Shares	Sole	2022-08-08
2022-03-31	$877,829	12,875	+0.0%	Shares	Sole	2022-05-05
2021-12-31	$842,817	12,874	+4.7%	Shares	Sole	2022-02-23
2021-09-30	$815,786	12,293	+0.0%	Shares	Sole	2021-11-05
2021-06-30	$872,778	12,291	+0.0%	Shares	Sole	2021-08-09
2021-03-31	$896,628	12,289	+0.0%	Shares	Sole	2021-05-10
2020-12-31	$768,878	12,288	+2.5%	Shares	Sole	2021-02-08
2020-09-30	$642,992	11,994	+0.1%	Shares	Sole	2020-10-09
2020-06-30	$678,467	11,979	-0.0%	Shares	Sole	2020-08-14
2020-03-31	$574,516	11,981	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.