United Capital Financial Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

United Capital Financial 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	$474K	Buy	4,125 +592	+17%	+$64.9K	﹤0.01%	1151
2026 Q1	$335K	Buy	3,533 +623	+21%	+$59.6K	﹤0.01%	1286
2025 Q4	$264K	Buy	2,910 +254	+10%	+$21.8K	﹤0.01%	1221
2025 Q3	$212K	Buy	+2,656	New	+$200K	﹤0.01%	1139
2024 Q4	–	Sell	-3,285	Closed	-$201K	–	1067
2024 Q3	$201K	Buy	+3,285	New	+$178K	﹤0.01%	1009
2020 Q1	–	Sell	-15,870	Closed	-$660K	–	1226
2019 Q4	$660K	Buy	+15,870	New	+$671K	﹤0.01%	915
2019 Q3	–	Sell	-14,184	Closed	-$557K	–	1348
2019 Q2	$557K	Buy	14,184 +696	+5%	+$28K	﹤0.01%	1013
2019 Q1	$533K	Sell	13,488 -30,198	-69%	-$1.25M	﹤0.01%	961
2018 Q4	$1.63M	Buy	43,686 +834	+2%	+$35.5K	0.01%	605
2018 Q3	$2.01M	Buy	42,852 +3,642	+9%	+$167K	0.01%	613
2018 Q2	$1.7M	Buy	39,210 +2,648	+7%	+$117K	0.01%	630
2018 Q1	$1.61M	Sell	36,562 -3,424	-9%	-$161K	0.01%	649
2017 Q4	$1.95M	Buy	39,986 +316	+0.8%	+$14.4K	0.02%	593
2017 Q3	$1.74M	Buy	+39,670	New	+$1.7M	0.01%	618

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

United Capital Financial Advisors's CM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Canadian Imperial Bank of Commerce (CM) stake by 17% in Q2 2026, buying an estimated $64.9K and bringing the position to 4,125 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

United Capital Financial Advisors first reported a position in CM in Q3 2017 and has held it in 14 quarters since. The position peaked at $2.01M in Q3 2018. 559 funds tracked by Wall St. Rank hold CM as of Q2 2026.

United Capital Financial Advisors held 4,125 shares of Canadian Imperial Bank of Commerce worth $474K as of Q2 2026.
United Capital Financial Advisors bought 592 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $64.9K.
Canadian Imperial Bank of Commerce made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1151 holding.
United Capital Financial Advisors first reported a position in Canadian Imperial Bank of Commerce in Q3 2017 and has held it in 14 quarters since.
United Capital Financial Advisors's Canadian Imperial Bank of Commerce position peaked at $2.01M in Q3 2018.
559 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.