MISSION WEALTH MANAGEMENT, LP
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1645382
Santa Barbara, CA
Position in CM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$599,150
+$114,694 QoQ
Shares Held
5,210
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#294
of 558 holders
Holding Since
Dec 2024
7 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, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. CM ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in CM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,150 | 5,210 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $484,456 | 5,113 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,832 | 5,119 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $408,956 | 5,119 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $362,437 | 5,117 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $287,130 | 5,100 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $322,473 | 5,100 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||