Berger Financial Group, Inc
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1826136
Plymouth, MN
Position in CM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,135,855
+$200,768 QoQ
Shares Held
9,877
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#256
of 558 holders
Holding Since
Dec 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, 2026Berger Financial Group, Inc holds $9,874,857 across 7 Banks - Diversified names. CM ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,783 | $4,184,259 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
9,393 | $1,659,743 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,397 | $1,189,768 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
9,877 | $1,135,855 | |
| 5 | BAC |
Bank Of America Corp /De/
|
14,340 | $817,093 | |
| 6 | C |
Citigroup Inc
|
3,447 | $482,442 | |
| 7 | TD |
Toronto Dominion Bank
|
3,341 | $405,697 |
All Filings in CM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,135,855 | 9,877 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $935,087 | 9,869 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $902,566 | 9,961 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $795,784 | 9,961 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $711,912 | 10,051 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $568,686 | 10,101 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $656,200 | 10,378 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $638,794 | 10,414 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $496,032 | 10,434 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $532,255 | 10,494 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $505,181 | 10,494 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $405,173 | 10,494 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $447,883 | 10,494 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $445,749 | 10,508 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $427,637 | 10,572 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $460,311 | 10,519 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $503,505 | 10,373 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $602,487 | 4,951 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $579,070 | 4,968 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $515,096 | 4,628 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $523,528 | 4,598 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $450,006 | 4,598 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $406,751 | 4,759 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||