Keudell/Morrison Wealth Management
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1785498
Salem, OR
Position in CM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$583,740
-$8,731 QoQ
Shares Held
5,076
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#297
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, 2026Keudell/Morrison Wealth Management holds $6,019,041 across 7 Banks - Diversified names. CM ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,490 | $3,106,361 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,030 | $994,159 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
5,076 | $583,740 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 5 | C |
Citigroup Inc
|
3,119 | $436,535 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,283 | $226,706 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,505 | $217,638 |
All Filings in CM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,740 | 5,076 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $592,471 | 6,253 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $575,645 | 6,353 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $657,798 | 9,287 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $533,836 | 9,482 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $616,239 | 9,746 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $777,055 | 12,668 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $602,236 | 12,668 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $650,230 | 12,820 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $594,769 | 12,355 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $516,331 | 13,373 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $594,788 | 13,936 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $576,402 | 13,588 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $554,003 | 13,696 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $671,103 | 15,336 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $751,496 | 15,482 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $983,011 | 8,078 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $946,700 | 8,122 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,026,186 | 9,220 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,115,600 | 9,798 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,052,983 | 10,759 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,105,896 | 12,939 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $957,312 | 12,812 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $837,125 | 12,500 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $707,581 | 12,206 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||