Octavia Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Octavia Wealth 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	$1.25M	Sell	10,787 -941	-8%	-$103K	0.11%	61
2026 Q1	$1.12M	Sell	11,728 -376	-3%	-$35.9K	0.11%	67
2025 Q4	$1.11M	Sell	12,104 -109	-0.9%	-$9.35K	0.11%	75
2025 Q3	$984K	Sell	12,213 -874	-7%	-$65.8K	0.1%	82
2025 Q2	$936K	Sell	13,087 -13	-0.1%	-$837	0.11%	78
2025 Q1	$746K	Sell	13,100 -131	-1%	-$7.9K	0.09%	89
2024 Q4	$846K	Sell	13,231 -1,635	-11%	-$104K	0.1%	82
2024 Q3	$922K	Sell	14,866 -8,518	-36%	-$461K	0.11%	76
2024 Q2	$1.13M	Sell	23,384 -1,748	-7%	-$84.7K	0.15%	68
2024 Q1	$1.29M	Sell	25,132 -1,266	-5%	-$59.8K	0.19%	59
2023 Q4	$1.29M	Sell	26,398 -60	-0.2%	-$2.4K	0.23%	62
2023 Q3	$1.04M	Buy	26,458 +100	+0.4%	+$4.13K	0.21%	62
2023 Q2	$1.14M	Buy	26,358 +397	+2%	+$16.8K	0.23%	58
2023 Q1	$1.12M	Buy	25,961 +201	+0.8%	+$8.82K	0.25%	55
2022 Q4	$1.06M	Sell	25,760 -31	-0.1%	-$1.37K	0.26%	58
2022 Q3	$1.14M	Buy	25,791 +125	+0.5%	+$6.09K	0.31%	53
2022 Q2	$1.27M	Buy	25,666 +438	+2%	+$23.8K	0.33%	51
2022 Q1	$1.55M	Sell	25,228 -1,050	-4%	-$66.3K	0.34%	48
2021 Q4	$1.55M	Sell	26,278 -28	-0.1%	-$1.63K	0.33%	48
2021 Q3	$1.48M	Buy	26,306 +242	+0.9%	+$13.9K	0.38%	49
2021 Q2	$1.5M	Sell	26,064 -924	-3%	-$50.6K	0.4%	49
2021 Q1	$1.34M	Sell	26,988 -2,822	-9%	-$130K	0.4%	53
2020 Q4	$1.29M	Buy	+29,810	New	+$1.21M	0.42%	51

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

Octavia Wealth Advisors's CM Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Canadian Imperial Bank of Commerce (CM) stake by 8% in Q2 2026, selling an estimated $103K and leaving 10,787 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #61.

Octavia Wealth Advisors first reported a position in CM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q1 2022. 561 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Octavia Wealth Advisors held 10,787 shares of Canadian Imperial Bank of Commerce worth $1.25M as of Q2 2026.
Octavia Wealth Advisors sold 941 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $103K.
Canadian Imperial Bank of Commerce made up 0.11% of Octavia Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Octavia Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2020 and has held it in 23 quarters since.
Octavia Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $1.55M in Q1 2022.
561 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.