CIBC Private Wealth Group
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CIBC Private Wealth Group’s Healthcare Services Group HCSG Stock Holding History

CIBC Private Wealth Group’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$306 Buy
+16
New +$288 ﹤0.01% 3139
2025
Q3 		– Sell
-335
Closed -$5.04K – 3182
2025
Q2 		$5.04K Hold
335
– – ﹤0.01% 2449
2025
Q1 		$3.23K Hold
335
– – ﹤0.01% 2574
2024
Q4 		$3.96K Hold
335
– – ﹤0.01% 2544
2024
Q3 		$3.74K Hold
335
– – ﹤0.01% 2677
2024
Q2 		$3.59K Hold
335
– – ﹤0.01% 2622
2024
Q1 		$4.18K Buy
+335
New +$3.71K ﹤0.01% 2555
2020
Q2 		– Sell
-9,401
Closed -$225K – 678
2020
Q1 		$225K Sell
9,401
-2,298
-20% -$59.1K ﹤0.01% 778
2019
Q4 		$285K Sell
11,699
-1,484
-11% -$36.8K ﹤0.01% 803
2019
Q3 		$320K Sell
13,183
-20,443
-61% -$516K ﹤0.01% 770
2019
Q2 		$1.02M Sell
33,626
-4,534
-12% -$150K ﹤0.01% 576
2019
Q1 		$1.26M Buy
38,160
+19,389
+103% +$743K ﹤0.01% 552
2018
Q4 		$754K Sell
18,771
-16,983
-47% -$718K ﹤0.01% 610
2018
Q3 		$1.45M Sell
35,754
-3,138
-8% -$130K 0.01% 596
2018
Q2 		$1.68M Sell
38,892
-308,928
-89% -$12.3M 0.01% 546
2018
Q1 		$15.1M Sell
347,820
-1,023,328
-75% -$50.1M 0.07% 234
2017
Q4 		$72.3M Buy
1,371,148
+640,649
+88% +$33.6M 0.31% 101
2017
Q3 		$39.4M Buy
+730,499
New +$37.6M 0.18% 144

Other funds holding HCSG

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in Healthcare Services Group (HCSG) in Q4 2025: 16 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #3139 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in HCSG as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in HCSG in Q3 2017 and has held it in 18 quarters since. The position peaked at $72.3M in Q4 2017. 249 funds tracked by Wall St. Rank hold HCSG as of Q4 2025.

  • CIBC Private Wealth Group held 16 shares of Healthcare Services Group worth $306 as of Q4 2025.
  • Healthcare Services Group was a new CIBC Private Wealth Group position in Q4 2025.
  • Healthcare Services Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3139 holding.
  • CIBC Private Wealth Group first reported a position in Healthcare Services Group in Q3 2017 and has held it in 18 quarters since.
  • CIBC Private Wealth Group's Healthcare Services Group position peaked at $72.3M in Q4 2017.
  • 249 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2025.

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