Creative Planning
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1540235
OVERLAND PARK, KS
Position in CM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,178,810
+$3,285,783 QoQ
Shares Held
123,294
+7.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#120
of 558 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. CM ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,591,305 | $520,881,865 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,866,843 | $220,332,714 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,444,769 | $119,395,709 | |
| 4 | RY |
Royal Bank Of Canada
|
316,346 | $65,474,131 | |
| 5 | C |
Citigroup Inc
|
382,940 | $53,596,281 | |
| 6 | TD |
Toronto Dominion Bank
|
310,241 | $37,672,563 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,596,097 | $35,826,138 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,548,878 | $30,807,182 |
All Filings in CM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,178,810 | 123,294 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,893,027 | 114,966 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,229,262 | 101,857 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,120,675 | 89,131 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,715,626 | 80,695 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,817,083 | 67,799 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,896,783 | 77,444 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,139,958 | 67,492 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,843,935 | 59,822 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,606,805 | 51,396 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,981,489 | 41,161 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,098,646 | 28,455 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,047,494 | 24,543 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $976,508 | 23,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $670,944 | 16,587 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $554,876 | 12,680 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $492,729 | 10,151 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $479,823 | 3,943 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $663,925 | 5,696 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $687,945 | 6,181 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $671,318 | 5,896 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $722,182 | 7,379 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $535,640 | 6,267 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $683,164 | 9,143 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $585,518 | 8,743 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $814,072 | 14,043 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||