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Root Financial Partners’s Canadian Imperial Bank of Commerce CM Stock Holding History

Root Financial Partners’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 		$3.13K Buy
33
+15
+83% +$1.43K ﹤0.01% 2136
2025
Q4 		$1.63K Buy
18
+8
+80% +$686 ﹤0.01% 2025
2025
Q3 		$799 Buy
+10
New +$753 ﹤0.01% 2092

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
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 $69.7B AUM 40.86% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B 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

Root Financial Partners's CM Position: Q1 2026 in Review

Root Financial Partners increased its Canadian Imperial Bank of Commerce (CM) stake by 83% in Q1 2026, buying an estimated $1.43K and bringing the position to 33 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Root Financial Partners first reported a position in CM in Q3 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold CM as of Q1 2026.

  • Root Financial Partners held 33 shares of Canadian Imperial Bank of Commerce worth $3.13K as of Q1 2026.
  • Root Financial Partners bought 15 Canadian Imperial Bank of Commerce shares in Q1 2026, an estimated $1.43K.
  • Canadian Imperial Bank of Commerce made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2136 holding.
  • Root Financial Partners first reported a position in Canadian Imperial Bank of Commerce in Q3 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.