Bleakley Financial Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bleakley Financial Group’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,366	Closed	-$276K	–	594
2024 Q4	$276K	Sell	4,366 -2,542	-37%	-$162K	0.01%	827
2024 Q3	$424K	Buy	6,908 +460	+7%	+$24.9K	0.01%	642
2024 Q2	$307K	Buy	6,448 +240	+4%	+$11.6K	0.01%	739
2024 Q1	$315K	Buy	6,208 +314	+5%	+$14.8K	0.01%	747
2023 Q4	$284K	Buy	5,894 +17	+0.3%	+$680	0.01%	755
2023 Q3	$227K	Buy	5,877 +333	+6%	+$13.8K	0.01%	762
2023 Q2	$237K	Buy	5,544 +366	+7%	+$15.5K	0.01%	799
2023 Q1	$220K	Buy	+5,178	New	+$227K	0.01%	794

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM