Crewe Advisors LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1730033
SALT LAKE CITY, UT
Position in CM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,475
+$1,317 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 558 holders
Holding Since
Sep 2020
6 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, 2026Crewe Advisors LLC holds $6,488,910 across 16 Banks - Diversified names. CM ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,043 | $4,269,365 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,888 | $1,190,198 | |
| 3 | C |
Citigroup Inc
|
3,510 | $491,259 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,918 | $323,783 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
400 | $70,680 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
431 | $62,326 | |
| 7 | BCS |
Barclays PLC
|
722 | $19,392 | |
| 8 | RY |
Royal Bank Of Canada
|
68 | $14,073 |
All Filings in CM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,475 | 65 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,158 | 65 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,889 | 65 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,192 | 65 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,062 | 15 | Shares | Sole | 2025-07-30 | |
| 2020-09-30 | $821 | 11 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||