Sequoia Financial Advisors, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1599900
Akron, OH
Position in CM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,172,080
+$217,095 QoQ
Shares Held
10,192
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 558 holders
Holding Since
Mar 2023
10 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, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. CM ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in CM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,080 | 10,192 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $954,985 | 10,079 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $880,366 | 9,716 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $767,103 | 9,602 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $460,678 | 6,504 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $251,465 | 3,977 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $226,835 | 3,698 | Shares | Sole | 2024-10-21 | |
| 2023-09-30 | $262,779 | 6,806 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $313,783 | 7,352 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $271,912 | 6,410 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||