RAFFA WEALTH MANAGEMENT, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1631073
WASHINGTON, DC
Position in CM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,350
+$2,865 QoQ
Shares Held
90
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#519
of 558 holders
Holding Since
Dec 2024
7 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. CM ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,236 | $404,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 3 | C |
Citigroup Inc
|
389 | $54,444 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
453 | $37,435 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
339 | $32,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
|
348 | $17,246 |
All Filings in CM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,350 | 90 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,485 | 79 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $7,158 | 79 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $4,074 | 51 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,833 | 40 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,252 | 40 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,529 | 40 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||