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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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's CM Position: Q2 2026 in Review

Root Financial Partners sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2026, closing a stake of 33 shares — an estimated $3.13K sold.

Root Financial Partners first reported a position in CM in Q3 2025 and held it in 3 quarters. The position peaked at $3.13K in Q1 2026. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

  • Root Financial Partners reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $3.13K.
  • Root Financial Partners first reported a position in Canadian Imperial Bank of Commerce in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Canadian Imperial Bank of Commerce position peaked at $3.13K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.