SOA Wealth Advisors, LLC.
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1849444
NEW YORK, NY
Position in CM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,363,095
+$1,356,772 QoQ
Shares Held
11,853
+11753.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#242
of 558 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $21,373,783 across 13 Banks - Diversified names. CM ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,007 | $10,476,851 | |
| 2 | RY |
Royal Bank Of Canada
|
14,700 | $3,042,459 | |
| 3 | TD |
Toronto Dominion Bank
|
15,901 | $1,930,858 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
15,748 | $1,497,477 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
11,853 | $1,363,095 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,037 | $1,017,620 | |
| 7 | BAC |
Bank Of America Corp /De/
|
8,324 | $474,301 | |
| 8 | ING |
Ing Groep NV
|
12,809 | $401,946 |
All Filings in CM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,095 | 11,853 | Shares | Sole | 2026-07-21 | |
| 2024-12-31 | $6,323 | 100 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||