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

Westover Capital 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 Q1	$398K	Hold	4,200	–	–	0.07%	168
2025 Q4	$381K	Hold	4,200	–	–	0.07%	180
2025 Q3	$336K	Hold	4,200	–	–	0.06%	176
2025 Q2	$297K	Hold	4,200	–	–	0.06%	189
2025 Q1	$236K	Hold	4,200	–	–	0.05%	215
2024 Q4	$266K	Hold	4,200	–	–	0.06%	200
2024 Q3	$258K	Buy	+4,200	New	+$227K	0.05%	213
2024 Q2	–	Sell	-4,200	Closed	-$213K	–	216
2024 Q1	$213K	Buy	+4,200	New	+$198K	0.06%	174
2023 Q3	–	Sell	-4,700	Closed	-$201K	–	175
2023 Q2	$201K	Buy	+4,700	New	+$199K	0.07%	172
2022 Q3	–	Sell	-4,256	Closed	-$207K	–	156
2022 Q2	$207K	Hold	4,256	–	–	0.08%	158
2022 Q1	$259K	Buy	+4,256	New	+$269K	0.08%	160

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return