Bruce G. Allen Investments’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bruce G. Allen Investments’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
2026 Q1	$44.3K	Hold	468	–	–	0.03%	275
2025 Q4	$42.4K	Hold	468	–	–	0.03%	290
2025 Q3	$37.4K	Sell	468 -7	-1%	-$527	0.03%	310
2025 Q2	$33.6K	Sell	475 -15	-3%	-$965	0.03%	313
2025 Q1	$27.6K	Sell	490 -70	-13%	-$4.22K	0.02%	337
2024 Q4	$35.4K	Hold	560	–	–	0.03%	308
2024 Q3	$34.4K	Hold	560	–	–	0.03%	318
2024 Q2	$26.6K	Sell	560 -13	-2%	-$630	0.02%	342
2024 Q1	$29.1K	Sell	573 -113	-16%	-$5.34K	0.02%	333
2023 Q4	$33K	Buy	+686	New	+$27.4K	0.03%	303

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 Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

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

Toronto Dominion Bank

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

National Bank of Canada

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

Bank of Nova Scotia

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

CIBC World Market

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return