KINGSWOOD WEALTH ADVISORS, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1987855
SAN DIEGO, CA
Position in CM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$852,725
+$151,860 QoQ
Shares Held
7,415
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#270
of 558 holders
Holding Since
Dec 2023
6 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $32,251,560 across 9 Banks - Diversified names. CM ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,945 | $19,621,796 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,963 | $6,208,711 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,021 | $2,315,655 | |
| 4 | C |
Citigroup Inc
|
15,609 | $2,184,635 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
7,415 | $852,725 | |
| 6 | RY |
Royal Bank Of Canada
|
2,211 | $457,610 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,206 | $213,100 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
3,405 | $202,597 |
All Filings in CM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,725 | 7,415 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $700,865 | 7,397 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $679,484 | 7,499 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $592,943 | 7,422 | Shares | Sole | 2025-10-23 | |
| 2024-09-30 | $460,479 | 7,507 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $226,980 | 4,715 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||