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

Provenance 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 Q1	–	Sell	-160	Closed	-$14.5K	–	416
2025 Q4	$14.5K	Hold	160	–	–	﹤0.01%	288
2025 Q3	$12.8K	Hold	160	–	–	﹤0.01%	317
2025 Q2	$11.3K	Hold	160	–	–	﹤0.01%	304
2025 Q1	$9.01K	Hold	160	–	–	﹤0.01%	322
2024 Q4	$10.1K	Hold	160	–	–	﹤0.01%	314
2024 Q3	$9.81K	Hold	160	–	–	﹤0.01%	336
2024 Q2	$7.61K	Hold	160	–	–	﹤0.01%	305
2024 Q1	$8.12K	Hold	160	–	–	﹤0.01%	330
2023 Q4	$7.7K	Buy	+160	New	+$6.4K	﹤0.01%	331

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Provenance Wealth Advisors's CM Position: Q1 2026 in Review

Provenance Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2026, closing a stake of 160 shares — an estimated $14.5K sold.

Provenance Wealth Advisors first reported a position in CM in Q4 2023 and held it in 9 quarters. The position peaked at $14.5K in Q4 2025. 519 funds tracked by Wall St. Rank hold CM as of Q1 2026.

Provenance Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2026 after selling out during the quarter.
Provenance Wealth Advisors sold 160 Canadian Imperial Bank of Commerce shares in Q1 2026, an estimated $14.5K.
Provenance Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2023 and held it in 9 quarters.
Provenance Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $14.5K in Q4 2025.
519 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.