EverSource Wealth Advisors, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1710537
BIRMINGHAM, AL
Position in CM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$295,320
-$1,432 QoQ
Shares Held
2,568
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#377
of 558 holders
Holding Since
Sep 2022
14 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. CM ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in CM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,320 | 2,568 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $296,752 | 3,132 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $228,967 | 2,527 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $156,741 | 1,962 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $127,562 | 1,801 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $90,528 | 1,608 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $81,120 | 1,283 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $72,625 | 1,184 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $59,041 | 1,242 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $61,978 | 1,222 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $51,314 | 1,066 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,100 | 158 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,479 | 433 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $4,638 | 106 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||