CIBC Private Wealth Group
FISI icon

CIBC Private Wealth Group’s Financial Institutions FISI Stock Holding History

CIBC Private Wealth Group’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-136
Closed -$3.57K – 3158
2024
Q4 		$3.57K Hold
136
– – ﹤0.01% 2575
2024
Q3 		$3.46K Hold
136
– – ﹤0.01% 2700
2024
Q2 		$2.57K Hold
136
– – ﹤0.01% 2707
2024
Q1 		$2.49K Buy
+136
New +$2.69K ﹤0.01% 2701

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's FISI Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Financial Institutions (FISI) in Q1 2025, closing a stake of 136 shares — an estimated $3.57K sold.

CIBC Private Wealth Group first reported a position in FISI in Q1 2024 and held it in 4 quarters. The position peaked at $3.57K in Q4 2024. 134 funds tracked by Wall St. Rank hold FISI as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Financial Institutions position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 136 Financial Institutions shares in Q1 2025, an estimated $3.57K.
  • CIBC Private Wealth Group first reported a position in Financial Institutions in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Financial Institutions position peaked at $3.57K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.