Moneta Group Investment Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Moneta Group Investment 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	$972K	Buy	8,454 +602	+8%	+$66K	0.01%	402
2026 Q1	$744K	Buy	7,852 +3	+0%	+$287	0.01%	420
2025 Q4	$711K	Sell	7,849 -328	-4%	-$28.1K	0.01%	425
2025 Q3	$653K	Sell	8,177 -462	-5%	-$34.8K	0.01%	432
2025 Q2	$612K	Hold	8,639	–	–	0.01%	395
2025 Q1	$486K	Buy	8,639 +15	+0.2%	+$905	0.01%	423
2024 Q4	$545K	Buy	8,624 +1,640	+23%	+$104K	0.01%	396
2024 Q3	$428K	Buy	6,984 +1,891	+37%	+$102K	0.01%	440
2024 Q2	$331K	Sell	5,093 -472	-8%	-$22.9K	0.01%	463
2024 Q1	$382K	Buy	+5,565	New	+$263K	0.01%	428
2018 Q2	–	Sell	-646	Closed	-$29K	–	428
2018 Q1	$29K	Buy	+646	New	+$30.3K	﹤0.01%	361

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

Moneta Group Investment Advisors's CM Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Canadian Imperial Bank of Commerce (CM) stake by 7.7% in Q2 2026, buying an estimated $66K and bringing the position to 8,454 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #402.

Moneta Group Investment Advisors first reported a position in CM in Q1 2018 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Moneta Group Investment Advisors held 8,454 shares of Canadian Imperial Bank of Commerce worth $972K as of Q2 2026.
Moneta Group Investment Advisors bought 602 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $66K.
Canadian Imperial Bank of Commerce made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #402 holding.
Moneta Group Investment Advisors first reported a position in Canadian Imperial Bank of Commerce in Q1 2018 and has held it in 11 quarters since.
563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.