Orion Portfolio Solutions’s Canadian Imperial Bank of Commerce CM Stock Holding History

Orion Portfolio Solutions’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 Q1	$925K	Sell	16,428 -493	-3%	-$29.7K	0.01%	1126
2024 Q4	$1.07M	Buy	16,921 +986	+6%	+$62.7K	0.01%	1015
2024 Q3	$977K	Buy	15,935 +6,888	+76%	+$373K	0.01%	1043
2024 Q2	$430K	Sell	9,047 -402	-4%	-$19.5K	﹤0.01%	1327
2024 Q1	$479K	Buy	9,449 +220	+2%	+$10.4K	0.01%	1276
2023 Q4	$443K	Sell	9,229 -3,747	-29%	-$150K	0.01%	1262
2023 Q3	$501K	Sell	12,976 -1,132	-8%	-$46.7K	0.01%	1203
2023 Q2	$602K	Sell	14,108 -262	-2%	-$11.1K	0.01%	1151
2023 Q1	$610K	Buy	+14,370	New	+$631K	0.01%	1073
2020 Q3	–	Sell	-16	Closed	-$1K	–	720
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	1927
2020 Q1	$0	Sell	16 -4	-20%	-$149	﹤0.01%	1953
2019 Q4	$1K	Buy	+20	New	+$846	﹤0.01%	1622

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's CM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Canadian Imperial Bank of Commerce (CM) stake by 2.9% in Q1 2025, selling an estimated $29.7K and leaving 16,428 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #1126.

Orion Portfolio Solutions first reported a position in CM in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2024. 469 funds tracked by Wall St. Rank hold CM as of Q1 2025.

Orion Portfolio Solutions held 16,428 shares of Canadian Imperial Bank of Commerce worth $925K as of Q1 2025.
Orion Portfolio Solutions sold 493 Canadian Imperial Bank of Commerce shares in Q1 2025, an estimated $29.7K.
Canadian Imperial Bank of Commerce made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1126 holding.
Orion Portfolio Solutions first reported a position in Canadian Imperial Bank of Commerce in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Canadian Imperial Bank of Commerce position peaked at $1.07M in Q4 2024.
469 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.