Kestra Advisory Services, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1830819
AUSTIN, TX
Position in CM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,261,780
+$292,204 QoQ
Shares Held
10,972
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#246
of 558 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. CM ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
688,749 | $225,448,210 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
556,012 | $45,948,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
544,630 | $31,033,017 | |
| 4 | C |
Citigroup Inc
|
152,011 | $21,275,459 | |
| 5 | RY |
Royal Bank Of Canada
|
23,858 | $4,937,890 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,071 | $3,625,517 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
19,637 | $3,469,857 | |
| 8 | TD |
Toronto Dominion Bank
|
24,639 | $2,991,913 |
All Filings in CM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,780 | 10,972 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $969,576 | 10,233 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $893,142 | 9,857 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $787,315 | 9,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $419,313 | 5,920 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $274,462 | 4,875 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $655,062 | 10,360 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $635,666 | 10,363 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $492,989 | 10,370 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $565,883 | 11,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $554,187 | 11,512 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $517,605 | 13,406 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $595,642 | 13,956 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $225,716 | 5,321 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $362,674 | 8,966 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $555,139 | 12,686 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $619,467 | 12,762 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $767,133 | 6,304 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $892,266 | 7,655 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $650,882 | 5,848 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $720,050 | 6,324 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $924,382 | 9,445 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $728,460 | 8,523 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $10,161 | 136 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||