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

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