MONETA GROUP INVESTMENT ADVISORS LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1120927
ST LOUIS, MO
Position in CM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$972,210
+$228,233 QoQ
Shares Held
8,454
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#260
of 558 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $39,523,760 across 11 Banks - Diversified names. CM ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
76,436 | $25,019,795 | |
| 2 | BAC |
Bank Of America Corp /De/
|
101,111 | $5,761,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,379 | $3,254,280 | |
| 4 | C |
Citigroup Inc
|
15,864 | $2,220,325 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,906 | $1,143,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
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|
8,454 | $972,210 | |
| 7 | ING |
Ing Groep NV
|
8,039 | $252,263 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,448 | $236,766 |
All Filings in CM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,210 | 8,454 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $743,977 | 7,852 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $711,197 | 7,849 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $653,260 | 8,177 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $611,900 | 8,639 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $486,375 | 8,639 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $545,295 | 8,624 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $428,398 | 6,984 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $242,121 | 5,093 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $282,256 | 5,565 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||