Mount Yale Investment Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Mount Yale 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
2025 Q3	–	Sell	-602	Closed	-$42.6K	–	841
2025 Q2	$42.6K	Buy	+602	New	+$38.7K	﹤0.01%	859
2023 Q4	–	Sell	-6,847	Closed	-$264K	–	507
2023 Q3	$264K	Buy	6,847 +325	+5%	+$13.4K	0.03%	414
2023 Q2	$278K	Buy	6,522 +514	+9%	+$21.7K	0.03%	408
2023 Q1	$255K	Buy	+6,008	New	+$264K	0.03%	416
2022 Q4	–	Sell	-5,409	Closed	-$237K	–	461
2022 Q3	$237K	Buy	5,409 +612	+13%	+$29.8K	0.03%	386
2022 Q2	$233K	Buy	+4,797	New	+$261K	0.03%	414
2018 Q4	–	Sell	-2,048	Closed	-$90K	–	404
2018 Q3	$90K	Buy	2,048 +700	+52%	+$32.2K	0.02%	470
2018 Q2	$59K	Buy	1,348 +364	+37%	+$16K	0.01%	599
2018 Q1	$43K	Buy	+984	New	+$46.1K	0.01%	635

Other funds holding CM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mount Yale Investment Advisors's CM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2025, closing a stake of 602 shares — an estimated $42.6K sold.

Mount Yale Investment Advisors first reported a position in CM in Q1 2018 and held it in 9 quarters. The position peaked at $278K in Q2 2023. 477 funds tracked by Wall St. Rank hold CM as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 602 Canadian Imperial Bank of Commerce shares in Q3 2025, an estimated $42.6K.
Mount Yale Investment Advisors first reported a position in Canadian Imperial Bank of Commerce in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Canadian Imperial Bank of Commerce position peaked at $278K in Q2 2023.
477 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.