CIBC Private Wealth Group
WK icon

CIBC Private Wealth Group’s Workiva WK Stock Holding History

CIBC Private Wealth Group’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.76M Sell
78,416
-677
-0.9% -$59.9K 0.01% 391
2025
Q3 		$6.81M Sell
79,093
-2,141
-3% -$161K 0.01% 386
2025
Q2 		$5.56M Buy
81,234
+52,031
+178% +$3.58M 0.01% 411
2025
Q1 		$1.81M Sell
29,203
-8,914
-23% -$842K ﹤0.01% 551
2024
Q4 		$4.23M Sell
38,117
-15,214
-29% -$1.4M 0.01% 450
2024
Q3 		$4.22M Buy
53,331
+53,113
+24,364% +$3.99M 0.01% 458
2024
Q2 		$15.6K Sell
218
-208
-49% -$16.4K ﹤0.01% 2129
2024
Q1 		$35.6K Buy
+426
New +$38.4K ﹤0.01% 1810

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Workiva (WK) stake by 0.86% in Q4 2025, selling an estimated $59.9K and leaving 78,416 shares worth $6.76M. The position accounts for 0.01% of the portfolio, ranked #391.

CIBC Private Wealth Group first reported a position in WK in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.81M in Q3 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • CIBC Private Wealth Group held 78,416 shares of Workiva worth $6.76M as of Q4 2025.
  • CIBC Private Wealth Group sold 677 Workiva shares in Q4 2025, an estimated $59.9K.
  • Workiva made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #391 holding.
  • CIBC Private Wealth Group first reported a position in Workiva in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Workiva position peaked at $6.81M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

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