Beacon Pointe Advisors, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1744317
NEWPORT BEACH, CA
Position in CM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$214,130
New position
Shares Held
1,862
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#430
of 558 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. CM ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
474,800 | $155,416,284 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
490,085 | $40,500,624 | |
| 3 | BAC |
Bank Of America Corp /De/
|
585,316 | $33,351,305 | |
| 4 | C |
Citigroup Inc
|
134,666 | $18,847,853 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
52,280 | $9,237,876 | |
| 6 | RY |
Royal Bank Of Canada
|
13,332 | $2,759,324 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
16,232 | $2,347,309 | |
| 8 | TD |
Toronto Dominion Bank
|
15,783 | $1,916,529 |
All Filings in CM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,130 | 1,862 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||