CPG
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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
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% +$1.11K ﹤0.01% 793
2024
Q1 		$719 Buy
+15
New +$708 ﹤0.01% 851

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
VCM
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