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

Tompkins Financial’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 		$230K Hold
2,000
– – 0.02% 192
2026
Q1 		$190K Hold
2,000
– – 0.02% 203
2025
Q4 		$181K Hold
2,000
– – 0.01% 205
2025
Q3 		$160K Hold
2,000
– – 0.01% 209
2025
Q2 		$142K Hold
2,000
– – 0.01% 214
2025
Q1 		$113K Hold
2,000
– – 0.01% 246
2024
Q4 		$126K Sell
2,000
-104
-5% -$6.61K 0.01% 232
2024
Q3 		$129K Buy
2,104
+104
+5% +$5.63K 0.01% 241
2024
Q2 		$95.1K Hold
2,000
– – 0.01% 281
2024
Q1 		$101K Hold
2,000
– – 0.01% 270
2023
Q4 		$96.3K Hold
2,000
– – 0.01% 277
2023
Q3 		$77.2K Hold
2,000
– – 0.01% 279
2023
Q2 		$85.4K Hold
2,000
– – 0.01% 282
2023
Q1 		$84.8K Hold
2,000
– – 0.01% 283
2022
Q4 		$81K Hold
2,000
– – 0.01% 284
2022
Q3 		$88K Hold
2,000
– – 0.01% 276
2022
Q2 		$97K Hold
2,000
– – 0.02% 267
2022
Q1 		$122K Buy
+2,000
New +$126K 0.02% 258
2017
Q4 		– Sell
-380
Closed -$17K – 398
2017
Q3 		$17K Buy
+380
New +$16.3K ﹤0.01% 304

Other funds holding CM

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LD
Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return