CIBC Bancorp USA’s Morningstar MORN Stock Holding History

CIBC Bancorp USA’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,317	Closed	-$223K	–	2003
2026 Q1	$223K	Buy	+1,317	New	+$245K	﹤0.01%	1561

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

CIBC Bancorp USA sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,317 shares — an estimated $223K sold.

CIBC Bancorp USA first reported a position in MORN in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

CIBC Bancorp USA reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
CIBC Bancorp USA sold 1,317 Morningstar shares in Q2 2026, an estimated $223K.
CIBC Bancorp USA first reported a position in Morningstar in Q1 2026 and held it in 1 quarter.
CIBC Bancorp USA's Morningstar position peaked at $223K in Q1 2026.
392 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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