CAPTRUST FINANCIAL ADVISORS
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1512024
RALEIGH, NC
Position in CM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$529,460
+$113,034 QoQ
Shares Held
4,604
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 558 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $1,123,719,055 across 19 Banks - Diversified names. CM ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,342,164 | $439,330,542 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,018,292 | $228,962,278 | |
| 3 | C |
Citigroup Inc
|
915,968 | $128,198,881 | |
| 4 | UBS |
UBS Group AG
|
2,036,912 | $100,949,358 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,067,096 | $88,184,813 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
526,506 | $76,138,032 | |
| 7 | RY |
Royal Bank Of Canada
|
97,958 | $20,274,367 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
188,290 | $17,904,496 |
All Filings in CM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,460 | 4,604 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $416,426 | 4,395 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $385,545 | 4,255 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $275,380 | 3,447 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $471,090 | 6,651 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $330,143 | 5,864 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $381,403 | 6,032 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $617,019 | 10,059 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $502,497 | 10,570 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $538,139 | 10,610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $680,507 | 14,136 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $638,725 | 16,543 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $696,281 | 16,314 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $718,043 | 16,927 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $695,861 | 17,203 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $797,788 | 18,231 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $872,166 | 17,968 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $363,609 | 2,988 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $351,894 | 3,019 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $280,587 | 2,521 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $276,452 | 2,428 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $235,083 | 2,402 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $198,888 | 2,327 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $172,752 | 2,312 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $156,040 | 2,330 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $152,461 | 2,630 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||