CIBC Private Wealth Group
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CIBC Private Wealth Group’s Factset FDS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$419K Buy
1,443
+83
+6% +$23.3K ﹤0.01% 937
2025
Q3 		$390K Sell
1,360
-110
-7% -$42K ﹤0.01% 941
2025
Q2 		$658K Hold
1,470
– – ﹤0.01% 764
2025
Q1 		$586K Sell
1,470
-117
-7% -$53.3K ﹤0.01% 763
2024
Q4 		$728K Buy
1,587
+16
+1% +$7.6K ﹤0.01% 775
2024
Q3 		$722K Buy
1,571
+337
+27% +$143K ﹤0.01% 764
2024
Q2 		$516K Sell
1,234
-50
-4% -$21.2K ﹤0.01% 815
2024
Q1 		$569K Buy
1,284
+2
+0.2% +$932 ﹤0.01% 801
2023
Q4 		$611K Sell
1,282
-64
-5% -$28.8K ﹤0.01% 748
2023
Q3 		$588K Buy
1,346
+805
+149% +$343K ﹤0.01% 709
2023
Q2 		$217K Buy
541
+6
+1% +$2.42K ﹤0.01% 821
2023
Q1 		$222K Buy
+535
New +$223K ﹤0.01% 825
2022
Q3 		– Sell
-51
Closed -$20K – 1007
2022
Q2 		$20K Sell
51
-474
-90% -$186K ﹤0.01% 1025
2022
Q1 		$228K Buy
525
+75
+17% +$31.6K ﹤0.01% 924
2021
Q4 		$219K Buy
+450
New +$202K ﹤0.01% 951
2018
Q3 		– Sell
-400
Closed -$79K – 1205
2018
Q2 		$79K Sell
400
-9
-2% -$1.8K ﹤0.01% 1073
2018
Q1 		$82K Buy
409
+9
+2% +$1.82K ﹤0.01% 1053
2017
Q4 		$77K Buy
+400
New +$76.8K ﹤0.01% 1080

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Factset (FDS) stake by 6.1% in Q4 2025, buying an estimated $23.3K and bringing the position to 1,443 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

CIBC Private Wealth Group first reported a position in FDS in Q4 2017 and has held it in 18 quarters since. The position peaked at $728K in Q4 2024. 796 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • CIBC Private Wealth Group held 1,443 shares of Factset worth $419K as of Q4 2025.
  • CIBC Private Wealth Group bought 83 Factset shares in Q4 2025, an estimated $23.3K.
  • Factset made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #937 holding.
  • CIBC Private Wealth Group first reported a position in Factset in Q4 2017 and has held it in 18 quarters since.
  • CIBC Private Wealth Group's Factset position peaked at $728K in Q4 2024.
  • 796 funds tracked by Wall St. Rank held Factset as of Q4 2025.

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