Root Financial Partners
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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
Q3 		$10.6K Buy
+96
New +$11.2K ﹤0.01% 1886
2026
Q2 		– Sell
-33
Closed -$3.13K – 953
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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Root Financial Partners's CM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Canadian Imperial Bank of Commerce (CM) in Q3 2026: 96 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CM as recently as Q1 2026.

Root Financial Partners first reported a position in CM in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold CM as of Q3 2026.

  • Root Financial Partners held 96 shares of Canadian Imperial Bank of Commerce worth $10.6K as of Q3 2026.
  • Canadian Imperial Bank of Commerce was a new Root Financial Partners position in Q3 2026.
  • Canadian Imperial Bank of Commerce made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1886 holding.
  • Root Financial Partners first reported a position in Canadian Imperial Bank of Commerce in Q3 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.