Global Retirement Partners, LLC
PensionPosition in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1749744
San Rafael, CA
Position in CM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$193,775
+$64,022 QoQ
Shares Held
1,685
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 558 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. CM ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in CM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,775 | 1,685 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $129,753 | 1,432 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,487 | 657 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $106,103 | 1,498 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $79,985 | 1,265 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $104,339 | 1,701 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $82,434 | 1,734 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $76,435 | 1,507 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $73,606 | 1,529 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $50,540 | 1,309 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $53,093 | 1,244 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $51,794 | 1,221 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $37,618 | 930 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,836 | 499 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,240 | 520 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $56,342 | 463 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $27,045 | 243 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $32,563 | 286 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $37,973 | 388 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $32,222 | 377 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $28,169 | 377 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $25,247 | 377 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $21,854 | 377 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||