ASSETMARK, INC

Position in CM — Canadian Imperial Bank Of Commerce /Can/

CIK 1344551 CONCORD, CA

Position in CM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$34,888,585

+$7,934,390 QoQ

Shares Held

303,379

+6.6% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#83

of 558 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $581,003,092 across 20 Banks - Diversified names. CM ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	853,617	$279,414,452
2	WFC	Wells Fargo & Company/Mn	1,157,264	$95,636,296
3	BNY	Bank of New York Mellon Corp	303,879	$43,943,942
4	BAC	Bank Of America Corp /De/	728,298	$41,498,420
5	C	Citigroup Inc	292,761	$40,974,829
6	CM	Canadian Imperial Bank Of Commerce /Can/ This page	303,379	$34,888,585
7	BCS	Barclays PLC	296,369	$7,960,471
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	317,252	$7,480,802

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,888,585	303,379	+6.6%	Shares	Sole	2026-07-30
2026-03-31	$26,954,195	284,477	+6.2%	Shares	Sole	2026-05-06
2025-12-31	$24,275,778	267,915	+2.9%	Shares	Sole	2026-01-23
2025-09-30	$20,803,196	260,398	-5.1%	Shares	Sole	2025-11-06
2025-06-30	$19,440,497	274,467	+14.9%	Shares	Sole	2025-08-04
2025-03-31	$13,443,257	238,779	+186.3%	Shares	Sole	2025-05-06
2024-12-31	$5,274,203	83,413	+185.8%	Shares	Sole	2025-02-06
2024-09-30	$1,789,962	29,181	+18.8%	Shares	Sole	2024-11-01
2024-06-30	$1,168,105	24,571	+39.9%	Shares	Sole	2024-08-13
2024-03-31	$890,846	17,564	+10.8%	Shares	Sole	2024-05-07
2023-12-31	$762,826	15,846	+16.3%	Shares	Sole	2024-02-09
2023-09-30	$526,254	13,630	+11.6%	Shares	Sole	2023-10-27
2023-06-30	$521,208	12,212	+85.8%	Shares	Defined	2023-08-11
2023-03-31	$278,741	6,571	+228.9%	Shares	Defined	2023-05-05
2022-12-31	$80,819	1,998	+1337.4%	Shares	Defined	2023-02-10
2022-09-30	$6,082	139	0.0%	Shares	Sole	2022-11-01
2022-06-30	$6,747	139	+24.1%	Shares	Sole	2022-08-03
2022-03-31	$13,629	112	+16.7%	Shares	Sole	2022-05-13
2021-12-31	$11,189	96	-47.8%	Shares	Sole	2022-02-14
2021-09-30	$20,479	184	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$21,177	186	-23.5%	Shares	Sole	2021-08-16
2021-03-31	$23,782	243	-19.3%	Shares	Sole	2021-05-14
2020-12-31	$25,726	301	-4.4%	Shares	Sole	2021-02-10
2020-09-30	$23,536	315	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.