Net Worth Advisory Group
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Net Worth Advisory Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

Net Worth Advisory Group’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
Q3 		$291K Sell
2,651
-441
-14% -$51.5K 0.07% 297
2026
Q2 		$356K Buy
3,092
+95
+3% +$10.4K 0.09% 241
2026
Q1 		$284K Buy
2,997
+143
+5% +$13.7K 0.06% 321
2025
Q4 		$259K Buy
+2,854
New +$245K 0.05% 372

Other funds holding CM

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Canerector Inc
Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Net Worth Advisory Group's CM Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Canadian Imperial Bank of Commerce (CM) stake by 14% in Q3 2026, selling an estimated $51.5K and leaving 2,651 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #297.

Net Worth Advisory Group first reported a position in CM in Q4 2025 and has held it in 4 quarters since. The position peaked at $356K in Q2 2026. 108 funds tracked by Wall St. Rank hold CM as of Q3 2026.

  • Net Worth Advisory Group held 2,651 shares of Canadian Imperial Bank of Commerce worth $291K as of Q3 2026.
  • Net Worth Advisory Group sold 441 Canadian Imperial Bank of Commerce shares in Q3 2026, an estimated $51.5K.
  • Canadian Imperial Bank of Commerce made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #297 holding.
  • Net Worth Advisory Group first reported a position in Canadian Imperial Bank of Commerce in Q4 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Canadian Imperial Bank of Commerce position peaked at $356K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.