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Crestwood Advisors Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

Crestwood Advisors 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 		$953K Buy
8,285
+308
+4% +$33.8K 0.01% 330
2026
Q1 		$756K Buy
7,977
+376
+5% +$35.9K 0.01% 337
2025
Q4 		$689K Buy
7,601
+388
+5% +$33.3K 0.01% 337
2025
Q3 		$576K Buy
7,213
+22
+0.3% +$1.66K 0.01% 348
2025
Q2 		$509K Buy
7,191
+287
+4% +$18.5K 0.01% 345
2025
Q1 		$389K Sell
6,904
-103
-1% -$6.21K 0.01% 381
2024
Q4 		$443K Buy
7,007
+75
+1% +$4.77K 0.01% 323
2024
Q3 		$425K Buy
6,932
+140
+2% +$7.58K 0.01% 321
2024
Q2 		$323K Sell
6,792
-14
-0.2% -$679 0.01% 340
2024
Q1 		$345K Hold
6,806
– – 0.01% 327
2023
Q4 		$328K Buy
6,806
+20
+0.3% +$800 0.01% 319
2023
Q3 		$262K Sell
6,786
-383
-5% -$15.8K 0.01% 310
2023
Q2 		$306K Hold
7,169
– – 0.01% 213
2023
Q1 		$304K Sell
7,169
-3,751
-34% -$165K 0.01% 222
2022
Q4 		$442K Sell
10,920
-1,887
-15% -$83.2K 0.02% 200
2022
Q3 		$560K Sell
12,807
-239
-2% -$11.6K 0.02% 181
2022
Q2 		$633K Hold
13,046
– – 0.02% 178
2022
Q1 		$794K Hold
13,046
– – 0.02% 178
2021
Q4 		$760K Hold
13,046
– – 0.02% 181
2021
Q3 		$726K Hold
13,046
– – 0.02% 172
2021
Q2 		$743K Hold
13,046
– – 0.02% 175
2021
Q1 		$638K Sell
13,046
-1,050
-7% -$48.5K 0.02% 178
2020
Q4 		$602K Sell
14,096
-3,776
-21% -$154K 0.02% 179
2020
Q3 		$668K Sell
17,872
-500
-3% -$18.3K 0.03% 147
2020
Q2 		$615K Hold
18,372
– – 0.02% 148
2020
Q1 		$533K Hold
18,372
– – 0.03% 147
2019
Q4 		$764K Hold
18,372
– – 0.03% 150
2019
Q3 		$758K Hold
18,372
– – 0.03% 141
2019
Q2 		$722K Buy
+18,372
New +$740K 0.03% 143

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

Crestwood Advisors Group's CM Position: Q2 2026 in Review

Crestwood Advisors Group increased its Canadian Imperial Bank of Commerce (CM) stake by 3.9% in Q2 2026, buying an estimated $33.8K and bringing the position to 8,285 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #330.

Crestwood Advisors Group first reported a position in CM in Q2 2019 and has held it in 29 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

  • Crestwood Advisors Group held 8,285 shares of Canadian Imperial Bank of Commerce worth $953K as of Q2 2026.
  • Crestwood Advisors Group bought 308 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $33.8K.
  • Canadian Imperial Bank of Commerce made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #330 holding.
  • Crestwood Advisors Group first reported a position in Canadian Imperial Bank of Commerce in Q2 2019 and has held it in 29 quarters since.
  • 563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.