Gradient Investments LLC

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

CIK 1542265 ARDEN HILLS, MN

Position in CM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,668,850

+$1,329,688 QoQ

Shares Held

57,990

+2.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#21

of 143 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. CM ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	205,948	$67,412,958
2	BAC	Bank Of America Corp /De/	707,836	$40,332,495
3	C	Citigroup Inc	149,497	$20,923,600
4	WFC	Wells Fargo & Company/Mn	180,333	$14,902,719
5	CM	Canadian Imperial Bank Of Commerce /Can/ This page	57,990	$6,668,850
6	RY	Royal Bank Of Canada	32,151	$6,654,292
7	UBS	UBS Group AG	132,484	$6,565,907
8	BCS	Barclays PLC	228,174	$6,128,753

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,668,850	57,990	+2.9%	Shares	Sole	2026-07-08
2026-03-31	$5,339,162	56,350	+144.2%	Shares	Sole	2026-04-13
2025-12-31	$2,091,188	23,079	+39.2%	Shares	Sole	2026-01-08
2025-09-30	$1,324,656	16,581	+60.1%	Shares	Sole	2025-10-06
2025-06-30	$733,444	10,355	+25.1%	Shares	Sole	2025-07-08
2025-03-31	$466,051	8,278	+2.4%	Shares	Sole	2025-04-09
2024-12-31	$511,341	8,087	-24.7%	Shares	Sole	2025-01-21
2024-09-30	$658,791	10,740	-1.3%	Shares	Sole	2024-10-15
2024-06-30	$517,045	10,876	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$550,819	10,860	-13.5%	Shares	Sole	2024-04-23
2023-12-31	$604,734	12,562	+15.0%	Shares	Sole	2024-01-18
2023-09-30	$421,775	10,924	+3.5%	Shares	Sole	2023-10-27
2023-06-30	$450,316	10,551	-1.4%	Shares	Sole	2023-07-11
2023-03-31	$454,021	10,703	+24.0%	Shares	Sole	2023-04-17
2022-12-31	$349,043	8,629	-2.8%	Shares	Sole	2023-01-10
2022-09-30	$388,457	8,877	+6.2%	Shares	Sole	2022-10-14
2022-06-30	$405,551	8,355	+98.6%	Shares	Sole	2022-07-11
2022-03-31	$512,071	4,208	-8.7%	Shares	Sole	2022-05-26
2021-12-31	$536,991	4,607	-6.4%	Shares	Sole	2022-01-12
2021-09-30	$547,596	4,920	-5.5%	Shares	Sole	2021-10-18
2021-06-30	$592,527	5,204	-16.9%	Shares	Sole	2021-07-12
2021-03-31	$612,861	6,262	-17.3%	Shares	Sole	2021-04-21
2020-12-31	$647,007	7,570	-9.2%	Shares	Sole	2021-01-08
2020-09-30	$622,865	8,336	+2.9%	Shares	Sole	2020-10-06
2020-06-30	$542,457	8,100	+23042.9%	Shares	Sole	2020-07-10
2020-03-31	$2,028	35	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.