CIBC Private Wealth Group’s Stem STEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.16K	Hold	476	–	–	﹤0.01%	2533
2025 Q3	$8.34K	Hold	476	–	–	﹤0.01%	2453
2025 Q2	$2.96K	Hold	476	–	–	﹤0.01%	2564
2025 Q1	$3.26K	Hold	476	–	–	﹤0.01%	2572
2024 Q4	$7.94K	Sell	476 -50	-10%	-$430	﹤0.01%	2338
2024 Q3	$3.66K	Hold	526	–	–	﹤0.01%	2685
2024 Q2	$12K	Hold	526	–	–	﹤0.01%	2227
2024 Q1	$22.2K	Sell	526 -14	-3%	-$778	﹤0.01%	2008
2023 Q4	$41.9K	Sell	540 -110,237	-100%	-$7.6M	﹤0.01%	1112
2023 Q3	$9.39M	Sell	110,777 -29,443	-21%	-$3.36M	0.02%	317
2023 Q2	$16M	Buy	140,220 +58,326	+71%	+$5.79M	0.04%	284
2023 Q1	$119M	Buy	81,894 +17,938	+28%	+$3.04M	0.26%	91
2022 Q4	$11.4M	Buy	63,956 +13,430	+27%	+$3.23M	0.04%	253
2022 Q3	$13.5M	Sell	50,526 -34,308	-40%	-$8.77M	0.04%	262
2022 Q2	$12.1M	Buy	84,834 +18,428	+28%	+$3.06M	0.03%	288
2022 Q1	$14.6M	Buy	66,406 +65,858	+12,018%	+$15.3M	0.03%	287
2021 Q4	$208K	Buy	+548	New	+$238K	﹤0.01%	966
2021 Q1	–	Sell	-5,000	Closed	-$2.05M	–	1051
2020 Q4	$2.05M	Buy	+5,000	New	+$1.26M	0.01%	511

Other funds holding STEM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

CIBC Private Wealth Group held its Stem (STEM) position steady in Q4 2025 at 476 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

CIBC Private Wealth Group first reported a position in STEM in Q4 2020 and has held it in 18 quarters since. The position peaked at $119M in Q1 2023. 86 funds tracked by Wall St. Rank hold STEM as of Q4 2025.

CIBC Private Wealth Group held 476 shares of Stem worth $7.16K as of Q4 2025.
CIBC Private Wealth Group left its Stem share count unchanged in Q4 2025.
Stem made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2533 holding.
CIBC Private Wealth Group first reported a position in Stem in Q4 2020 and has held it in 18 quarters since.
CIBC Private Wealth Group's Stem position peaked at $119M in Q1 2023.
86 funds tracked by Wall St. Rank held Stem as of Q4 2025.

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