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CIBC Bancorp USA’s Factset FDS Stock Holding History

CIBC Bancorp USA’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79M Sell
12,133
-2,984
-20% -$685K ﹤0.01% 890
2026
Q1 		$3.3M Buy
+15,117
New +$3.53M ﹤0.01% 813
2025
Q3 		$1.49M Buy
+5,216
New +$1.99M 0.01% 634

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Bancorp USA's FDS Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Factset (FDS) stake by 20% in Q2 2026, selling an estimated $685K and leaving 12,133 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #890.

CIBC Bancorp USA first reported a position in FDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.3M in Q1 2026. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • CIBC Bancorp USA held 12,133 shares of Factset worth $2.79M as of Q2 2026.
  • CIBC Bancorp USA sold 2,984 Factset shares in Q2 2026, an estimated $685K.
  • Factset made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #890 holding.
  • CIBC Bancorp USA first reported a position in Factset in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Factset position peaked at $3.3M in Q1 2026.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.