CBIZ Investment Advisory Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

CBIZ Investment Advisory Services’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	$291K	Hold	3,072	–	–	0.01%	40
2025 Q4	$278K	Hold	3,072	–	–	0.01%	47
2025 Q3	$245K	Hold	3,072	–	–	0.01%	47
2025 Q2	$218K	Hold	3,072	–	–	0.01%	49
2025 Q1	$173K	Hold	3,072	–	–	0.01%	54
2024 Q4	$194K	Hold	3,072	–	–	0.01%	52
2024 Q3	$18.8K	Hold	3,072	–	–	﹤0.01%	199
2024 Q2	$146K	Hold	3,072	–	–	0.01%	55
2024 Q1	$156K	Buy	+3,072	New	+$145K	0.01%	53
2021 Q3	–	Hold	0	–	–	–	43
2021 Q2	–	Hold	0	–	–	–	42
2021 Q1	–	Hold	0	–	–	–	38
2020 Q4	–	Hold	0	–	–	–	40
2020 Q3	–	Hold	0	–	–	–	43
2020 Q2	–	Hold	0	–	–	–	48
2020 Q1	–	Hold	0	–	–	–	53
2019 Q4	–	Hold	0	–	–	–	53

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B 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 $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B 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