Crestwood Advisors Group, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1426853
BOSTON, MA
Position in CM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$952,775
+$196,955 QoQ
Shares Held
8,285
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 558 holders
Holding Since
Mar 2020
26 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, 2026Crestwood Advisors Group, LLC holds $149,063,413 across 13 Banks - Diversified names. CM ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
274,922 | $89,990,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
817,324 | $46,571,121 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
55,249 | $4,565,777 | |
| 4 | C |
Citigroup Inc
|
19,999 | $2,799,060 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,119 | $1,029,478 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
8,285 | $952,775 | |
| 7 | TD |
Toronto Dominion Bank
|
7,624 | $925,782 | |
| 8 | RY |
Royal Bank Of Canada
|
2,529 | $523,427 |
All Filings in CM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,775 | 8,285 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $755,820 | 7,977 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $688,726 | 7,601 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $576,246 | 7,213 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $509,338 | 7,191 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $388,695 | 6,904 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $443,052 | 7,007 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $425,208 | 6,932 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $322,891 | 6,792 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $345,200 | 6,806 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $327,640 | 6,806 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $262,007 | 6,786 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $305,972 | 7,169 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $304,108 | 7,169 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $441,714 | 10,920 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $560,434 | 12,807 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $633,252 | 13,046 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $793,783 | 6,523 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $760,320 | 6,523 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $726,009 | 6,523 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $742,708 | 6,523 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $638,406 | 6,523 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $602,392 | 7,048 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $667,697 | 8,936 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $615,186 | 9,186 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $532,512 | 9,186 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||