Cornerstone Planning Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

Cornerstone Planning 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 Q3	–	Sell	-166	Closed	-$19.5K	–	446
2026 Q2	$19.5K	Buy	166 +15	+10%	+$1.64K	﹤0.01%	679
2026 Q1	$16.6K	Buy	151 +21	+16%	+$2.01K	﹤0.01%	726
2025 Q4	$12.1K	Buy	130 +16	+14%	+$1.37K	﹤0.01%	745
2025 Q3	$9.39K	Hold	114	–	–	﹤0.01%	795
2025 Q2	$8.26K	Buy	114 +53	+87%	+$3.41K	﹤0.01%	603
2025 Q1	$3.67K	Buy	61 +11	+22%	+$664	﹤0.01%	817
2024 Q4	$3.18K	Hold	50	–	–	﹤0.01%	676
2024 Q3	$3.16K	Buy	50 +12	+32%	+$650	﹤0.01%	670
2024 Q2	$1.84K	Buy	38 +23	+153%	+$1.12K	﹤0.01%	793
2024 Q1	$719	Buy	+15	New	+$708	﹤0.01%	851

Other funds holding CM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Cornerstone Planning Group's CM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2026, closing a stake of 166 shares — an estimated $19.5K sold.

Cornerstone Planning Group first reported a position in CM in Q1 2024 and held it in 10 quarters. The position peaked at $19.5K in Q2 2026. 108 funds tracked by Wall St. Rank hold CM as of Q3 2026.

Cornerstone Planning Group reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 166 Canadian Imperial Bank of Commerce shares in Q3 2026, an estimated $19.5K.
Cornerstone Planning Group first reported a position in Canadian Imperial Bank of Commerce in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Canadian Imperial Bank of Commerce position peaked at $19.5K in Q2 2026.
108 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.