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MPS Loria Financial Planners’s Canadian Imperial Bank of Commerce CM Stock Holding History

MPS Loria Financial Planners’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 		$203K Buy
+1,769
New +$194K 0.05% 89
2017
Q3 		– Sell
-1,612
Closed -$68K – 131
2017
Q2 		$68K Buy
+1,612
New +$65.1K 0.05% 130

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's CM Position: Q2 2026 in Review

MPS Loria Financial Planners opened a new position in Canadian Imperial Bank of Commerce (CM) in Q2 2026: 1,769 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #89 among its holdings. This is a return to the name: MPS Loria Financial Planners previously reported a position in CM as recently as Q2 2017.

MPS Loria Financial Planners first reported a position in CM in Q2 2017 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

  • MPS Loria Financial Planners held 1,769 shares of Canadian Imperial Bank of Commerce worth $203K as of Q2 2026.
  • Canadian Imperial Bank of Commerce was a new MPS Loria Financial Planners position in Q2 2026.
  • Canadian Imperial Bank of Commerce made up 0.05% of MPS Loria Financial Planners's portfolio in Q2 2026, its #89 holding.
  • MPS Loria Financial Planners first reported a position in Canadian Imperial Bank of Commerce in Q2 2017 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.