BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 2010186
CINCINNATI, OH
Position in CM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$667,460
+$87,685 QoQ
Shares Held
5,804
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#289
of 558 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $250,793,294 across 11 Banks - Diversified names. CM ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
739,408 | $242,030,420 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,587 | $2,882,447 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
16,294 | $2,356,275 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
20,540 | $1,697,425 | |
| 5 | C |
Citigroup Inc
|
4,999 | $699,660 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
This page
|
5,804 | $667,460 | |
| 7 | TD |
Toronto Dominion Bank
|
1,600 | $194,288 | |
| 8 | ING |
Ing Groep NV
|
4,000 | $125,520 |
All Filings in CM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,460 | 5,804 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $579,775 | 6,119 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $616,510 | 6,804 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $543,571 | 6,804 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $481,927 | 6,804 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $453,552 | 8,056 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $509,380 | 8,056 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $494,155 | 8,056 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $382,982 | 8,056 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $451,205 | 8,896 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $428,253 | 8,896 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $343,474 | 8,896 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $379,681 | 8,896 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $377,368 | 8,896 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $359,843 | 8,896 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $389,288 | 8,896 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $431,811 | 8,896 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $541,277 | 4,448 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $518,458 | 4,448 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||