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

Kingswood 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	$853K	Buy	7,415 +18	+0.2%	+$1.97K	0.03%	447
2026 Q1	$701K	Sell	7,397 -102	-1%	-$9.75K	0.03%	461
2025 Q4	$679K	Buy	7,499 +77	+1%	+$6.61K	0.03%	437
2025 Q3	$593K	Buy	+7,422	New	+$559K	0.04%	441
2024 Q4	–	Sell	-7,507	Closed	-$460K	–	811
2024 Q3	$460K	Buy	+7,507	New	+$407K	0.03%	472
2024 Q1	–	Sell	-4,715	Closed	-$227K	–	629
2023 Q4	$227K	Buy	+4,715	New	+$188K	0.03%	547

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

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

Kingswood Wealth Advisors increased its Canadian Imperial Bank of Commerce (CM) stake by 0.24% in Q2 2026, buying an estimated $1.97K and bringing the position to 7,415 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #447.

Kingswood Wealth Advisors first reported a position in CM in Q4 2023 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Kingswood Wealth Advisors held 7,415 shares of Canadian Imperial Bank of Commerce worth $853K as of Q2 2026.
Kingswood Wealth Advisors bought 18 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $1.97K.
Canadian Imperial Bank of Commerce made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #447 holding.
Kingswood Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2023 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.