Corient Private Wealth LLC

Position in CM — Canadian Imperial Bank Of Commerce /Can/

CIK 1948780 MIAMI, FL

Position in CM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,845,405

+$371,665 QoQ

Shares Held

16,047

+3.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#220

of 558 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 18% Shared 21% None 62%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $1,547,954,662 across 18 Banks - Diversified names. CM ranks #18 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,729,565	$1,057,633,439
2	BAC	Bank Of America Corp /De/	2,703,286	$154,033,235
3	WFC	Wells Fargo & Company/Mn	1,627,934	$134,532,465
4	C	Citigroup Inc	970,282	$86,062,322
5	BNY	Bank of New York Mellon Corp	354,192	$51,219,705
6	BNS	Bank Of Nova Scotia	189,359	$16,443,935
7	TD	Toronto Dominion Bank	53,545	$6,501,969
8	RY	Royal Bank Of Canada	30,946	$6,404,893

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,845,405	16,047	+3.2%	Shares	Sole	2026-08-17
2026-03-31	$1,473,740	15,554	-2.7%	Shares	Other	2026-05-15
2025-12-31	$1,448,853	15,990	+10.1%	Shares	Sole	2026-03-09
2025-09-30	$1,159,761	14,517	+4.6%	Shares	Other	2025-11-14
2025-06-30	$982,694	13,874	+38.0%	Shares	Other	2025-09-26
2025-03-31	$566,152	10,056	-37.7%	Shares	Defined	2025-05-14
2024-12-31	$1,020,467	16,139	-1.2%	Shares	Other	2025-02-10
2024-09-30	$1,002,294	16,340	+57.9%	Shares	Other	2024-11-12
2024-06-30	$492,039	10,350	+14.1%	Shares	Sole	2024-08-13
2024-03-31	$459,979	9,069	+6.3%	Shares	Sole	2024-05-09
2023-12-31	$410,874	8,535	+0.8%	Shares	Sole	2024-02-09
2023-09-30	$327,065	8,471	+7.7%	Shares	Sole	2023-11-03
2023-06-30	$335,592	7,863	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$333,081	7,852	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.