Pinnacle Wealth Planning Services, Inc.
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1726752
MANSFIELD, OH
Position in CM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$31,165
+$5,488 QoQ
Shares Held
271
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 558 holders
Holding Since
Dec 2020
6 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, 2026Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. CM ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,898 | $8,477,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,829 | $2,839,256 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,799 | $1,470,909 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
7,487 | $1,082,695 | |
| 5 | BCS |
Barclays PLC
|
37,563 | $1,008,942 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
10,263 | $975,908 | |
| 7 | SAN |
Banco Santander, S.A.
|
62,194 | $858,277 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,865 | $774,956 |
All Filings in CM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,165 | 271 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $25,677 | 271 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,555 | 271 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $242,906 | 3,960 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $200,851 | 3,960 | Shares | Sole | 2024-05-10 | |
| 2020-12-31 | $8,461 | 99 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||