Moran Wealth Management, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1965334
Naples, FL
Position in CM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$286,239
-$80,731 QoQ
Shares Held
3,021
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Moran Wealth Management, LLC holds $44,006,910 across 5 Banks - Diversified names. CM ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,785 | $25,528,675 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
528,104 | $8,961,923 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
404,869 | $7,996,162 | |
| 4 | BAC |
Bank Of America Corp /De/
|
25,311 | $1,233,911 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
3,021 | $286,239 |
All Filings in CM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,239 | 3,021 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $366,970 | 4,050 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $396,653 | 4,965 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $304,781 | 4,303 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||