West Family Investments, Inc.
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1568303
CARLSBAD, CA
Position in CM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$313,260
+$65,300 QoQ
Shares Held
2,724
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#372
of 558 holders
Holding Since
Jun 2021
17 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, 2026West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. CM ranks #16 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,256 | $2,702,436 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
12,240 | $1,163,901 | |
| 3 | RY |
Royal Bank Of Canada
|
5,078 | $1,050,993 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,738 | $1,010,711 | |
| 5 | SAN |
Banco Santander, S.A.
|
66,897 | $923,178 | |
| 6 | C |
Citigroup Inc
|
6,429 | $899,802 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
43,037 | $856,005 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
10,007 | $826,978 |
All Filings in CM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,260 | 2,724 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $247,960 | 2,617 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $572,655 | 6,320 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $504,904 | 6,320 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $440,066 | 6,213 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $312,296 | 5,547 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $350,736 | 5,547 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $346,816 | 5,654 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $264,702 | 5,568 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $282,408 | 5,568 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $268,043 | 5,568 | Shares | Sole | 2024-02-06 | |
| 2022-09-30 | $285,927 | 6,534 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $223,575 | 4,606 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $259,808 | 2,135 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $248,855 | 2,135 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $315,646 | 2,836 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $261,764 | 2,299 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||