CIBC Private Wealth Group
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CIBC Private Wealth Group’s Lindblad Expeditions LIND Stock Holding History

CIBC Private Wealth Group’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$29 Hold
2
– – ﹤0.01% 3351
2025
Q3 		$26 Hold
2
– – ﹤0.01% 3038
2025
Q2 		$23 Buy
+2
New +$20 ﹤0.01% 3029
2025
Q1 		– Sell
-31
Closed -$364 – 3201
2024
Q4 		$364 Buy
+31
New +$355 ﹤0.01% 2870

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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

CIBC Private Wealth Group held its Lindblad Expeditions (LIND) position steady in Q4 2025 at 2 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

CIBC Private Wealth Group first reported a position in LIND in Q4 2024 and has held it in 4 quarters since. The position peaked at $364 in Q4 2024. 188 funds tracked by Wall St. Rank hold LIND as of Q4 2025.

  • CIBC Private Wealth Group held 2 shares of Lindblad Expeditions worth $29 as of Q4 2025.
  • CIBC Private Wealth Group left its Lindblad Expeditions share count unchanged in Q4 2025.
  • Lindblad Expeditions made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3351 holding.
  • CIBC Private Wealth Group first reported a position in Lindblad Expeditions in Q4 2024 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Lindblad Expeditions position peaked at $364 in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2025.

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