CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		$530K Buy
4,604
+209
+5% +$22.9K ﹤0.01% 2144
2026
Q1 		$416K Buy
4,395
+140
+3% +$13.4K ﹤0.01% 2156
2025
Q4 		$386K Buy
4,255
+808
+23% +$69.3K ﹤0.01% 2063
2025
Q3 		$275K Sell
3,447
-3,204
-48% -$241K ﹤0.01% 2231
2025
Q2 		$471K Buy
6,651
+787
+13% +$50.6K ﹤0.01% 1767
2025
Q1 		$330K Sell
5,864
-168
-3% -$10.1K ﹤0.01% 1882
2024
Q4 		$381K Sell
6,032
-4,027
-40% -$256K ﹤0.01% 1763
2024
Q3 		$617K Sell
10,059
-511
-5% -$27.7K ﹤0.01% 1465
2024
Q2 		$502K Sell
10,570
-40
-0.4% -$1.94K ﹤0.01% 1497
2024
Q1 		$538K Sell
10,610
-3,526
-25% -$167K ﹤0.01% 1446
2023
Q4 		$681K Sell
14,136
-2,407
-15% -$96.2K ﹤0.01% 1517
2023
Q3 		$639K Buy
16,543
+229
+1% +$9.46K ﹤0.01% 1485
2023
Q2 		$696K Sell
16,314
-613
-4% -$25.9K ﹤0.01% 1435
2023
Q1 		$718K Sell
16,927
-276
-2% -$12.1K ﹤0.01% 1215
2022
Q4 		$696K Sell
17,203
-1,028
-6% -$45.3K ﹤0.01% 1163
2022
Q3 		$798K Buy
18,231
+263
+1% +$12.8K ﹤0.01% 1034
2022
Q2 		$884K Buy
17,968
+11,992
+201% +$653K 0.01% 895
2022
Q1 		$367K Sell
5,976
-62
-1% -$3.91K ﹤0.01% 1314
2021
Q4 		$356K Buy
6,038
+996
+20% +$58K ﹤0.01% 1294
2021
Q3 		$284K Buy
5,042
+186
+4% +$10.7K ﹤0.01% 1327
2021
Q2 		$279K Buy
4,856
+52
+1% +$2.85K ﹤0.01% 1314
2021
Q1 		$238K Buy
4,804
+150
+3% +$6.93K ﹤0.01% 1357
2020
Q4 		$202K Buy
4,654
+30
+0.6% +$1.22K ﹤0.01% 1178
2020
Q3 		$175K Sell
4,624
-36
-0.8% -$1.32K ﹤0.01% 1089
2020
Q2 		$157K Sell
4,660
-600
-11% -$18.7K ﹤0.01% 1143
2020
Q1 		$144K Sell
5,260
-800
-13% -$29.8K ﹤0.01% 978
2019
Q4 		$256K Buy
6,060
+5,630
+1,309% +$238K ﹤0.01% 896
2019
Q3 		$18K Hold
430
– – ﹤0.01% 1330
2019
Q2 		$17K Hold
430
– – ﹤0.01% 1322
2019
Q1 		$17K Buy
+430
New +$17.8K ﹤0.01% 1207
2018
Q3 		– Sell
-306
Closed -$13K – 1581
2018
Q2 		$13K Hold
306
– – ﹤0.01% 1082
2018
Q1 		$14K Hold
306
– – ﹤0.01% 933
2017
Q4 		$15K Buy
+306
New +$13.9K ﹤0.01% 875

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's CM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Canadian Imperial Bank of Commerce (CM) stake by 4.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 4,604 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

CAPTRUST Financial Advisors first reported a position in CM in Q4 2017 and has held it in 33 quarters since. The position peaked at $884K in Q2 2022. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,604 shares of Canadian Imperial Bank of Commerce worth $530K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 209 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $22.9K.
  • Canadian Imperial Bank of Commerce made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2144 holding.
  • CAPTRUST Financial Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2017 and has held it in 33 quarters since.
  • CAPTRUST Financial Advisors's Canadian Imperial Bank of Commerce position peaked at $884K in Q2 2022.
  • 563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.