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CIBC Bancorp USA’s HealthEquity HQY Stock Holding History

CIBC Bancorp USA’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.1M Sell
311,395
-10,833
-3% -$918K 0.03% 347
2026
Q1 		$26.9M Buy
+322,228
New +$26.4M 0.04% 321
2025
Q3 		$862K Buy
+9,100
New +$856K ﹤0.01% 709

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

CIBC Bancorp USA reduced its HealthEquity (HQY) stake by 3.4% in Q2 2026, selling an estimated $918K and leaving 311,395 shares worth $28.1M. The position accounts for 0.03% of the portfolio, ranked #347.

CIBC Bancorp USA first reported a position in HQY in Q3 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • CIBC Bancorp USA held 311,395 shares of HealthEquity worth $28.1M as of Q2 2026.
  • CIBC Bancorp USA sold 10,833 HealthEquity shares in Q2 2026, an estimated $918K.
  • HealthEquity made up 0.03% of CIBC Bancorp USA's portfolio in Q2 2026, its #347 holding.
  • CIBC Bancorp USA first reported a position in HealthEquity in Q3 2025 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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