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SOA Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

SOA 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
Q2 		$11.9K Buy
+11,853
New +$1.3M ﹤0.01% 591
2025
Q1 		– Sell
-100
Closed -$6.32K – 890
2024
Q4 		$6.32K Buy
+100
New +$6.36K ﹤0.01% 597

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

SOA Wealth Advisors's CM Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Canadian Imperial Bank of Commerce (CM) in Q2 2026: 11,853 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in CM as recently as Q4 2024.

SOA Wealth Advisors first reported a position in CM in Q4 2024 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

  • SOA Wealth Advisors held 11,853 shares of Canadian Imperial Bank of Commerce worth $11.9K as of Q2 2026.
  • Canadian Imperial Bank of Commerce was a new SOA Wealth Advisors position in Q2 2026.
  • Canadian Imperial Bank of Commerce made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #591 holding.
  • SOA Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q4 2024 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.