CIBC Asset Management’s North American Construction NOA Stock Holding History

CIBC Asset Management’s Portfolio NOA Stock Details NOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2M	Sell	1,354,606 -107,262	-7%	-$1.51M	0.04%	293
2026 Q1	$19.8M	Buy	1,461,868 +19,713	+1%	+$301K	0.05%	261
2025 Q4	$20.8M	Buy	1,442,155 +262,673	+22%	+$3.74M	0.05%	241
2025 Q3	$16.8M	Buy	1,179,482 +393,679	+50%	+$5.73M	0.05%	234
2025 Q2	$12.6M	Sell	785,803 -478,361	-38%	-$7.78M	0.04%	267
2025 Q1	$19.9M	Buy	1,264,164 +202,048	+19%	+$3.74M	0.07%	197
2024 Q4	$22.8M	Sell	1,062,116 -229,767	-18%	-$4.5M	0.07%	171
2024 Q3	$24.2M	Buy	1,291,883 +137,327	+12%	+$2.6M	0.08%	159
2024 Q2	$22.2M	Buy	1,154,556 +140,562	+14%	+$2.93M	0.08%	157
2024 Q1	$22.6M	Buy	1,013,994 +770,870	+317%	+$17.9M	0.08%	155
2023 Q4	$5.09M	Sell	243,124 -12,470	-5%	-$257K	0.02%	371
2023 Q3	$5.56M	Hold	255,594	–	–	0.02%	344
2023 Q2	$4.89M	Hold	255,594	–	–	0.02%	372
2023 Q1	$4.26M	Sell	255,594 -3,696	-1%	-$57.4K	0.02%	396
2022 Q4	$3.46M	Sell	259,290 -130,992	-34%	-$1.61M	0.01%	426
2022 Q3	$3.74M	Hold	390,282	–	–	0.02%	394
2022 Q2	$4.28M	Sell	390,282 -219,332	-36%	-$2.84M	0.02%	354
2022 Q1	$8.84M	Hold	609,614	–	–	0.03%	258
2021 Q4	$9.24M	Hold	609,614	–	–	0.03%	272
2021 Q3	$8.82M	Hold	609,614	–	–	0.04%	253
2021 Q2	$9.28M	Buy	609,614 +28,452	+5%	+$379K	0.04%	250
2021 Q1	$6.26M	Sell	581,162 -11,047	-2%	-$119K	0.03%	296
2020 Q4	$5.77M	Sell	592,209 -136,928	-19%	-$1.2M	0.03%	289
2020 Q3	$4.74M	Sell	729,137 -16,318	-2%	-$109K	0.02%	289
2020 Q2	$4.66M	Buy	745,455 +218,727	+42%	+$1.23M	0.03%	271
2020 Q1	$2.64M	Buy	526,728 +178,427	+51%	+$1.7M	0.02%	322
2019 Q4	$4.23M	Buy	348,301 +34,903	+11%	+$389K	0.02%	287
2019 Q3	$3.61M	Buy	313,398 +2,236	+0.7%	+$25.6K	0.02%	310
2019 Q2	$3.35M	Buy	311,162 +56,356	+22%	+$656K	0.02%	321
2019 Q1	$2.96M	Buy	254,806 +89,996	+55%	+$997K	0.02%	336
2018 Q4	$1.47M	Buy	+164,810	New	+$1.62M	0.01%	449

Other funds holding NOA

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Asset Management's NOA Position: Q2 2026 in Review

CIBC Asset Management reduced its North American Construction (NOA) stake by 7.3% in Q2 2026, selling an estimated $1.51M and leaving 1,354,606 shares worth $18.2M. The position accounts for 0.04% of the portfolio, ranked #293.

CIBC Asset Management first reported a position in NOA in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.2M in Q3 2024. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

CIBC Asset Management held 1,354,606 shares of North American Construction worth $18.2M as of Q2 2026.
CIBC Asset Management sold 107,262 North American Construction shares in Q2 2026, an estimated $1.51M.
North American Construction made up 0.04% of CIBC Asset Management's portfolio in Q2 2026, its #293 holding.
CIBC Asset Management first reported a position in North American Construction in Q4 2018 and has held it in 31 quarters since.
CIBC Asset Management's North American Construction position peaked at $24.2M in Q3 2024.
70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.