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

Carter 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
2026 Q2	$238K	Buy	+2,056	New	+$226K	0.12%	113

Other funds holding CM

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Carter Financial Group's CM Position: Q2 2026 in Review

Carter Financial Group opened a new position in Canadian Imperial Bank of Commerce (CM) in Q2 2026: 2,056 shares worth $238K. The stake represents 0.12% of the portfolio and ranks #113 among its holdings.

183 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Carter Financial Group held 2,056 shares of Canadian Imperial Bank of Commerce worth $238K as of Q2 2026.
Canadian Imperial Bank of Commerce was a new Carter Financial Group position in Q2 2026.
Canadian Imperial Bank of Commerce made up 0.12% of Carter Financial Group's portfolio in Q2 2026, its #113 holding.
183 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.