CIBC Private Wealth Group
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CIBC Private Wealth Group’s Broadridge BR Stock Holding History

CIBC Private Wealth Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$93.9M Sell
420,900
-15,884
-4% -$3.62M 0.16% 134
2025
Q3 		$104M Sell
436,784
-5,521
-1% -$1.38M 0.18% 129
2025
Q2 		$107M Sell
442,305
-2,128
-0.5% -$506K 0.19% 123
2025
Q1 		$96.5M Buy
444,433
+8,324
+2% +$1.96M 0.2% 113
2024
Q4 		$100M Sell
436,109
-5,244
-1% -$1.17M 0.18% 123
2024
Q3 		$94.9M Sell
441,353
-13,728
-3% -$2.87M 0.17% 125
2024
Q2 		$91.8M Sell
455,081
-8,119
-2% -$1.61M 0.17% 128
2024
Q1 		$94.1M Sell
463,200
-10,620
-2% -$2.14M 0.18% 124
2023
Q4 		$97.5M Sell
473,820
-1,046
-0.2% -$193K 0.21% 115
2023
Q3 		$85M Sell
474,866
-61,551
-11% -$10.9M 0.2% 111
2023
Q2 		$88.8M Buy
536,417
+22,835
+4% +$3.46M 0.19% 119
2023
Q1 		$75.3M Buy
513,582
+9,581
+2% +$1.37M 0.17% 134
2022
Q4 		$10M Sell
504,001
-17,446
-3% -$2.48M 0.03% 267
2022
Q3 		$75.3M Buy
521,447
+18,920
+4% +$3.07M 0.2% 109
2022
Q2 		$71.6M Buy
502,527
+29,809
+6% +$4.33M 0.19% 118
2022
Q1 		$73.6M Buy
472,718
+28,533
+6% +$4.38M 0.16% 125
2021
Q4 		$81.2M Buy
444,185
+117,629
+36% +$20.7M 0.17% 123
2021
Q3 		$54.4M Buy
326,556
+3,679
+1% +$627K 0.13% 141
2021
Q2 		$52.2M Buy
322,877
+25,966
+9% +$4.15M 0.12% 149
2021
Q1 		$45.5M Buy
296,911
+4,714
+2% +$696K 0.11% 154
2020
Q4 		$44.8M Buy
292,197
+84,033
+40% +$12.2M 0.12% 146
2020
Q3 		$27.5M Buy
+208,164
New +$27.8M 0.08% 169
2020
Q1 		– Sell
-10,510
Closed -$1.3M – 848
2019
Q4 		$1.3M Sell
10,510
-460
-4% -$56.2K ﹤0.01% 537
2019
Q3 		$1.37M Buy
+10,970
New +$1.41M ﹤0.01% 519
2018
Q3 		– Sell
-85
Closed -$10K – 1058
2018
Q2 		$10K Sell
85
-200
-70% -$22.6K ﹤0.01% 1557
2018
Q1 		$31K Buy
285
+5
+2% +$497 ﹤0.01% 1272
2017
Q4 		$25K Buy
+280
New +$24.4K ﹤0.01% 1357

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

CIBC Private Wealth Group's BR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Broadridge (BR) stake by 3.6% in Q4 2025, selling an estimated $3.62M and leaving 420,900 shares worth $93.9M. The position accounts for 0.16% of the portfolio, ranked #134.

CIBC Private Wealth Group first reported a position in BR in Q4 2017 and has held it in 27 quarters since. The position peaked at $107M in Q2 2025. 1,134 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • CIBC Private Wealth Group held 420,900 shares of Broadridge worth $93.9M as of Q4 2025.
  • CIBC Private Wealth Group sold 15,884 Broadridge shares in Q4 2025, an estimated $3.62M.
  • Broadridge made up 0.16% of CIBC Private Wealth Group's portfolio in Q4 2025, its #134 holding.
  • CIBC Private Wealth Group first reported a position in Broadridge in Q4 2017 and has held it in 27 quarters since.
  • CIBC Private Wealth Group's Broadridge position peaked at $107M in Q2 2025.
  • 1,134 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.