WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1632972
PLYMOUTH, MN
Position in CM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$377,545
+$4,230 QoQ
Shares Held
3,283
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#350
of 558 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. CM ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,335,236 | $437,062,799 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,892,296 | $164,803,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,391,339 | $114,980,254 | |
| 4 | C |
Citigroup Inc
|
522,268 | $73,096,629 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
112,489 | $16,267,034 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
44,397 | $7,844,949 | |
| 7 | RY |
Royal Bank Of Canada
|
22,619 | $4,681,454 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48,890 | $4,648,950 |
All Filings in CM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,545 | 3,283 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $373,315 | 3,940 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $373,856 | 4,126 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $293,435 | 3,673 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $310,731 | 4,387 | Shares | Sole | 2025-07-10 | |
| 2024-09-30 | $243,335 | 3,967 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $209,264 | 4,347 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||