CIBC Private Wealth Group
XP icon

CIBC Private Wealth Group’s XP XP Stock Holding History

CIBC Private Wealth Group’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.18K Sell
133
-24
-15% -$423 ﹤0.01% 2786
2025
Q3 		$2.95K Sell
157
-88
-36% -$1.58K ﹤0.01% 2667
2025
Q2 		$4.95K Buy
245
+138
+129% +$2.38K ﹤0.01% 2452
2025
Q1 		$1.36K Hold
107
– – ﹤0.01% 2764
2024
Q4 		$1.18K Hold
107
– – ﹤0.01% 2773
2024
Q3 		$1.92K Sell
107
-261
-71% -$4.76K ﹤0.01% 2810
2024
Q2 		$6.28K Hold
368
– – ﹤0.01% 2449
2024
Q1 		$9.28K Buy
+368
New +$9.23K ﹤0.01% 2305
2022
Q3 		– Sell
-261
Closed -$5K – 1214
2022
Q2 		$5K Hold
261
– – ﹤0.01% 1116
2022
Q1 		$8K Buy
+261
New +$8.14K ﹤0.01% 1161

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its XP (XP) stake by 15% in Q4 2025, selling an estimated $423 and leaving 133 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

CIBC Private Wealth Group first reported a position in XP in Q1 2022 and has held it in 10 quarters since. The position peaked at $9.28K in Q1 2024. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

  • CIBC Private Wealth Group held 133 shares of XP worth $2.18K as of Q4 2025.
  • CIBC Private Wealth Group sold 24 XP shares in Q4 2025, an estimated $423.
  • XP made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2786 holding.
  • CIBC Private Wealth Group first reported a position in XP in Q1 2022 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's XP position peaked at $9.28K in Q1 2024.
  • 343 funds tracked by Wall St. Rank held XP as of Q4 2025.

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