Sowell Financial Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Sowell Financial Services’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	$390K	Sell	3,392 -86	-2%	-$9.43K	0.01%	758
2026 Q1	$330K	Buy	3,478 +29	+0.8%	+$2.77K	0.01%	802
2025 Q4	$313K	Buy	3,449 +13	+0.4%	+$1.11K	0.01%	816
2025 Q3	$275K	Buy	3,436 +4	+0.1%	+$301	0.01%	844
2025 Q2	$243K	Sell	3,432 -188	-5%	-$12.1K	0.01%	876
2025 Q1	$204K	Buy	+3,620	New	+$218K	0.01%	925
2023 Q4	–	Sell	-14,922	Closed	-$585K	–	540
2023 Q3	$585K	Buy	+14,922	New	+$616K	0.04%	379
2023 Q2	–	Sell	-14,719	Closed	-$624K	–	601
2023 Q1	$624K	Sell	14,719 -556	-4%	-$24.4K	0.05%	397
2022 Q4	$628K	Buy	+15,275	New	+$674K	0.04%	395
2022 Q3	–	Sell	-12,300	Closed	-$605K	–	411
2022 Q2	$605K	Buy	+12,300	New	+$670K	0.06%	204
2021 Q2	–	Sell	-2,118	Closed	-$113K	–	922
2021 Q1	$113K	Buy	2,118 +290	+16%	+$13.4K	﹤0.01%	1315
2020 Q4	$78K	Hold	1,828	–	–	﹤0.01%	1247
2020 Q3	$68K	Sell	1,828 -860	-32%	-$31.5K	﹤0.01%	1107
2020 Q2	$90K	Sell	2,688 -412	-13%	-$12.9K	﹤0.01%	993
2020 Q1	$90K	Sell	3,100 -918	-23%	-$34.2K	0.01%	878
2019 Q4	$167K	Buy	4,018 +92	+2%	+$3.89K	0.01%	769
2019 Q3	$162K	Buy	+3,926	New	+$154K	0.01%	703

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's CM Position: Q2 2026 in Review

Sowell Financial Services reduced its Canadian Imperial Bank of Commerce (CM) stake by 2.5% in Q2 2026, selling an estimated $9.43K and leaving 3,392 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #758.

Sowell Financial Services first reported a position in CM in Q3 2019 and has held it in 17 quarters since. The position peaked at $628K in Q4 2022. 561 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Sowell Financial Services held 3,392 shares of Canadian Imperial Bank of Commerce worth $390K as of Q2 2026.
Sowell Financial Services sold 86 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $9.43K.
Canadian Imperial Bank of Commerce made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #758 holding.
Sowell Financial Services first reported a position in Canadian Imperial Bank of Commerce in Q3 2019 and has held it in 17 quarters since.
Sowell Financial Services's Canadian Imperial Bank of Commerce position peaked at $628K in Q4 2022.
561 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.