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SageView Advisory Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

SageView Advisory Group’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
-54
Closed -$4.89K – 947
2025
Q4 		$4.89K Buy
+54
New +$4.63K ﹤0.01% 1976

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

SageView Advisory Group's CM Position: Q1 2026 in Review

SageView Advisory Group sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2026, closing a stake of 54 shares — an estimated $4.89K sold.

SageView Advisory Group first reported a position in CM in Q4 2025 and held it in 1 quarter. The position peaked at $4.89K in Q4 2025. 520 funds tracked by Wall St. Rank hold CM as of Q1 2026.

  • SageView Advisory Group reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 54 Canadian Imperial Bank of Commerce shares in Q1 2026, an estimated $4.89K.
  • SageView Advisory Group first reported a position in Canadian Imperial Bank of Commerce in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Canadian Imperial Bank of Commerce position peaked at $4.89K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.