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

EverSource 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	$295K	Sell	2,568 -564	-18%	-$61.9K	0.01%	807
2026 Q1	$297K	Buy	3,132 +605	+24%	+$57.8K	0.01%	852
2025 Q4	$229K	Buy	2,527 +565	+29%	+$48.5K	0.01%	883
2025 Q3	$157K	Buy	1,962 +161	+9%	+$12.1K	0.01%	1036
2025 Q2	$128K	Buy	1,801 +193	+12%	+$12.4K	0.01%	1069
2025 Q1	$90.5K	Buy	1,608 +325	+25%	+$19.6K	0.01%	947
2024 Q4	$81.1K	Buy	1,283 +99	+8%	+$6.29K	﹤0.01%	976
2024 Q3	$72.6K	Sell	1,184 -58	-5%	-$3.14K	﹤0.01%	910
2024 Q2	$64.2K	Buy	1,242 +20	+2%	+$970	﹤0.01%	977
2024 Q1	$57.1K	Buy	1,222 +156	+15%	+$7.37K	﹤0.01%	921
2023 Q4	$51.3K	Buy	1,066 +908	+575%	+$36.3K	﹤0.01%	890
2023 Q3	$6.1K	Sell	158 -275	-64%	-$11.4K	﹤0.01%	1626
2023 Q2	$18.5K	Buy	+433	New	+$18.3K	﹤0.01%	1185
2022 Q4	–	Sell	-106	Closed	-$5K	–	2327
2022 Q3	$5K	Buy	+106	New	+$5.17K	﹤0.01%	1353

Other funds holding CM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Canadian Imperial Bank of Commerce (CM) stake by 18% in Q2 2026, selling an estimated $61.9K and leaving 2,568 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #807.

EverSource Wealth Advisors first reported a position in CM in Q3 2022 and has held it in 14 quarters since. The position peaked at $297K in Q1 2026. 567 funds tracked by Wall St. Rank hold CM as of Q2 2026.

EverSource Wealth Advisors held 2,568 shares of Canadian Imperial Bank of Commerce worth $295K as of Q2 2026.
EverSource Wealth Advisors sold 564 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $61.9K.
Canadian Imperial Bank of Commerce made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #807 holding.
EverSource Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q3 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $297K in Q1 2026.
567 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.