Pinnacle Wealth Planning Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$25.7K	Hold	271	–	–	﹤0.01%	1564
2025 Q4	$24.6K	Buy	+271	New	+$23.3K	﹤0.01%	1622
2024 Q4	–	Sell	-3,960	Closed	-$243K	–	422
2024 Q3	$243K	Buy	+3,960	New	+$214K	0.03%	375
2024 Q2	–	Sell	-3,960	Closed	-$201K	–	518
2024 Q1	$201K	Buy	+3,960	New	+$187K	0.03%	433
2021 Q1	–	Sell	-198	Closed	-$8K	–	664
2020 Q4	$8K	Buy	+198	New	+$8.06K	﹤0.01%	1459

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return