CIBC Private Wealth Group
FUN icon

CIBC Private Wealth Group’s Cedar Fair FUN Stock Holding History

CIBC Private Wealth Group’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.79K Sell
573
-3,015
-84% -$54.5K ﹤0.01% 2460
2025
Q3 		$81.5K Buy
3,588
+748
+26% +$19.9K ﹤0.01% 1589
2025
Q2 		$86.4K Buy
2,840
+640
+29% +$21.4K ﹤0.01% 1458
2025
Q1 		$62.2K Hold
2,200
– – ﹤0.01% 1554
2024
Q4 		$103K Hold
2,200
– – ﹤0.01% 1404
2024
Q3 		$88.7K Buy
+2,200
New +$101K ﹤0.01% 1536
2024
Q2 		– Sell
-3,132
Closed -$132K – 3199
2024
Q1 		$132K Buy
+3,132
New +$128K ﹤0.01% 1279
2018
Q3 		– Sell
-2,200
Closed -$139K – 1236
2018
Q2 		$139K Sell
2,200
-155
-7% -$10.1K ﹤0.01% 977
2018
Q1 		$150K Sell
2,355
-750
-24% -$49.6K ﹤0.01% 959
2017
Q4 		$202K Buy
+3,105
New +$203K ﹤0.01% 926

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Cedar Fair (FUN) stake by 84% in Q4 2025, selling an estimated $54.5K and leaving 573 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

CIBC Private Wealth Group first reported a position in FUN in Q4 2017 and has held it in 10 quarters since. The position peaked at $202K in Q4 2017. 304 funds tracked by Wall St. Rank hold FUN as of Q4 2025.

  • CIBC Private Wealth Group held 573 shares of Cedar Fair worth $8.79K as of Q4 2025.
  • CIBC Private Wealth Group sold 3,015 Cedar Fair shares in Q4 2025, an estimated $54.5K.
  • Cedar Fair made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2460 holding.
  • CIBC Private Wealth Group first reported a position in Cedar Fair in Q4 2017 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's Cedar Fair position peaked at $202K in Q4 2017.
  • 304 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2025.

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