Allworth Financial LP
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1555170
FOLSOM, CA
Position in CM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$193,200
+$36,105 QoQ
Shares Held
1,680
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 558 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $186,890,057 across 18 Banks - Diversified names. CM ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
369,423 | $120,923,230 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
299,817 | $24,776,876 | |
| 3 | BAC |
Bank Of America Corp /De/
|
400,102 | $22,797,811 | |
| 4 | C |
Citigroup Inc
|
62,605 | $8,762,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
32,561 | $4,708,646 | |
| 6 | TD |
Toronto Dominion Bank
|
6,668 | $809,695 | |
| 7 | SAN |
Banco Santander, S.A.
|
48,563 | $670,169 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
6,978 | $663,538 |
All Filings in CM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,200 | 1,680 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $157,095 | 1,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $127,397 | 1,406 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $111,925 | 1,401 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $84,216 | 1,189 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $62,830 | 1,116 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $70,817 | 1,120 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,322 | 315 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $17,352 | 365 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $24,852 | 490 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,691 | 139 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $4,566 | 107 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,145 | 27 | Shares | Sole | 2023-04-18 | |
| 2022-09-30 | $87,520 | 2,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $100,429 | 2,069 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $121,690 | 1,000 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $116,560 | 1,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $111,300 | 1,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $113,860 | 1,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $97,870 | 1,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $85,470 | 1,000 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $74,720 | 1,000 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $66,970 | 1,000 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $57,970 | 1,000 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||