Legacy Financial Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Legacy Financial 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	$236K	Sell	2,049 -111	-5%	-$12.2K	0.03%	389
2026 Q1	$205K	Buy	+2,160	New	+$207K	0.03%	395
2019 Q2	–	Sell	-754	Closed	-$30K	–	267
2019 Q1	$30K	Buy	754 +196	+35%	+$8.13K	0.01%	374
2018 Q4	$21K	Sell	558 -66	-11%	-$2.81K	0.01%	397
2018 Q3	$29K	Sell	624 -4	-0.6%	-$184	0.01%	318
2018 Q2	$28K	Buy	628 +534	+568%	+$23.5K	0.01%	324
2018 Q1	$4K	Hold	94	–	–	﹤0.01%	669
2017 Q4	$4K	Buy	+94	New	+$4.28K	﹤0.01%	662

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

Legacy Financial Advisors's CM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Canadian Imperial Bank of Commerce (CM) stake by 5.1% in Q2 2026, selling an estimated $12.2K and leaving 2,049 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #389.

Legacy Financial Advisors first reported a position in CM in Q4 2017 and has held it in 8 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Legacy Financial Advisors held 2,049 shares of Canadian Imperial Bank of Commerce worth $236K as of Q2 2026.
Legacy Financial Advisors sold 111 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $12.2K.
Canadian Imperial Bank of Commerce made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #389 holding.
Legacy Financial Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2017 and has held it in 8 quarters since.
563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.