OSAIC HOLDINGS, INC.
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1677044
SCOTTSDALE, AZ
Position in CM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,530,075
+$600,767 QoQ
Shares Held
13,305
+35.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 558 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $873,814,131 across 19 Banks - Diversified names. CM ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,421,239 | $465,214,159 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,777,314 | $158,251,349 | |
| 3 | C |
Citigroup Inc
|
706,285 | $98,851,645 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
691,880 | $57,176,961 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
340,506 | $49,240,570 | |
| 6 | RY |
Royal Bank Of Canada
|
42,172 | $8,728,337 | |
| 7 | TD |
Toronto Dominion Bank
|
57,696 | $7,006,024 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
22,646 | $4,001,547 |
All Filings in CM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,075 | 13,305 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $929,308 | 9,808 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $851,733 | 9,400 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,343,332 | 29,332 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,153,656 | 30,406 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $720,301 | 12,794 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $745,352 | 11,788 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $775,764 | 12,647 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $489,090 | 10,288 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $552,338 | 10,890 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,470,865 | 30,554 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,807,715 | 46,820 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,696,994 | 39,761 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $1,603,216 | 37,794 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,041,098 | 25,738 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,006,299 | 22,996 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $965,844 | 19,898 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,255,350 | 10,316 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,206,510 | 10,351 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,630,542 | 14,650 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,757,540 | 15,436 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,478,713 | 15,109 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,264,782 | 14,798 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,168,691 | 15,641 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,416,410 | 21,150 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,465,592 | 25,282 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||