CIBC Private Wealth Group’s Roku ROKU Stock Holding History

CIBC Private Wealth Group’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.47K	Sell	32 -1,624	-98%	-$165K	﹤0.01%	2699
2025 Q3	$166K	Sell	1,656 -267	-14%	-$24.6K	﹤0.01%	1264
2025 Q2	$169K	Sell	1,923 -311	-14%	-$21.7K	﹤0.01%	1189
2025 Q1	$123K	Buy	2,234 +1,743	+355%	+$139K	﹤0.01%	1274
2024 Q4	$40.8K	Sell	491 -267	-35%	-$20.2K	﹤0.01%	1756
2024 Q3	$56.6K	Hold	758	–	–	﹤0.01%	1722
2024 Q2	$46.3K	Sell	758 -50	-6%	-$2.93K	﹤0.01%	1709
2024 Q1	$51.9K	Buy	+808	New	+$62.9K	﹤0.01%	1666
2018 Q3	–	Sell	-800	Closed	-$34K	–	1559
2018 Q2	$34K	Hold	800	–	–	﹤0.01%	1267
2018 Q1	$25K	Buy	+800	New	+$32.9K	﹤0.01%	1336

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Roku (ROKU) stake by 98% in Q4 2025, selling an estimated $165K and leaving 32 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

CIBC Private Wealth Group first reported a position in ROKU in Q1 2018 and has held it in 10 quarters since. The position peaked at $169K in Q2 2025. 707 funds tracked by Wall St. Rank hold ROKU as of Q4 2025.

CIBC Private Wealth Group held 32 shares of Roku worth $3.47K as of Q4 2025.
CIBC Private Wealth Group sold 1,624 Roku shares in Q4 2025, an estimated $165K.
Roku made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2699 holding.
CIBC Private Wealth Group first reported a position in Roku in Q1 2018 and has held it in 10 quarters since.
CIBC Private Wealth Group's Roku position peaked at $169K in Q2 2025.
707 funds tracked by Wall St. Rank held Roku as of Q4 2025.

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