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EP Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

EP Wealth Advisors’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 		$335K Buy
2,913
+268
+10% +$29.4K ﹤0.01% 1220
2026
Q1 		$251K Sell
2,645
-265
-9% -$25.3K ﹤0.01% 1273
2025
Q4 		$264K Buy
+2,910
New +$250K ﹤0.01% 1212

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

EP Wealth Advisors's CM Position: Q2 2026 in Review

EP Wealth Advisors increased its Canadian Imperial Bank of Commerce (CM) stake by 10% in Q2 2026, buying an estimated $29.4K and bringing the position to 2,913 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

EP Wealth Advisors first reported a position in CM in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

  • EP Wealth Advisors held 2,913 shares of Canadian Imperial Bank of Commerce worth $335K as of Q2 2026.
  • EP Wealth Advisors bought 268 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $29.4K.
  • Canadian Imperial Bank of Commerce made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1220 holding.
  • EP Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.