Envestnet Portfolio Solutions’s Canadian Imperial Bank of Commerce CM Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q3	–	Sell	-14,212	Closed	-$1.01M	–	1464
2025 Q2	$1.01M	Sell	14,212 -513	-3%	-$33K	﹤0.01%	788
2025 Q1	$829K	Sell	14,725 -2,088	-12%	-$126K	﹤0.01%	856
2024 Q4	$1.06M	Sell	16,813 -16,937	-50%	-$1.08M	﹤0.01%	898
2024 Q3	$2.07M	Sell	33,750 -1,482	-4%	-$80.3K	0.01%	651
2024 Q2	$1.67M	Sell	35,232 -1,696	-5%	-$82.2K	0.01%	688
2024 Q1	$1.87M	Sell	36,928 -6,693	-15%	-$316K	0.01%	655
2023 Q4	$2.1M	Sell	43,621 -3,754	-8%	-$150K	0.01%	582
2023 Q3	$1.83M	Buy	+47,375	New	+$1.96M	0.01%	565

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Envestnet Portfolio Solutions's CM Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2025, closing a stake of 14,212 shares — an estimated $1.01M sold.

Envestnet Portfolio Solutions first reported a position in CM in Q3 2023 and held it in 8 quarters. The position peaked at $2.1M in Q4 2023. 477 funds tracked by Wall St. Rank hold CM as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 14,212 Canadian Imperial Bank of Commerce shares in Q3 2025, an estimated $1.01M.
Envestnet Portfolio Solutions first reported a position in Canadian Imperial Bank of Commerce in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Canadian Imperial Bank of Commerce position peaked at $2.1M in Q4 2023.
477 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.