Position in CM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$695,750
+$161,266 QoQ
Shares Held
6,050
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#283
of 558 holders
Holding Since
Mar 2024
10 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, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. CM ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in CM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,750 | 6,050 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $534,484 | 5,641 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $516,839 | 5,704 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $452,816 | 5,668 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $400,543 | 5,655 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $306,159 | 5,438 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $326,709 | 5,167 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $305,350 | 4,978 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $226,005 | 4,754 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $203,995 | 4,022 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||