Steward Partners Investment Advisory, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1723397
STAMFORD, CT
Position in CM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$136,045
+$19,313 QoQ
Shares Held
1,183
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#451
of 558 holders
Holding Since
Mar 2020
25 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, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. CM ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in CM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,045 | 1,183 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $116,732 | 1,232 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $127,397 | 1,406 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,595 | 1,134 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $73,875 | 1,043 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $72,458 | 1,287 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $49,825 | 788 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,435 | 56 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,995 | 63 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,448 | 68 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,028 | 146 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $35,173 | 911 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,426 | 174 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,180 | 240 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,287 | 551 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $23,324 | 533 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $24,755 | 510 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $23,607 | 194 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $17,833 | 153 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,475 | 166 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,173 | 63 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,765 | 110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,529 | 53 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $20,291 | 303 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,623 | 97 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||