CIBC Private Wealth Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $589K | Sell |
9,048
-2,038
| -18% | -$141K | ﹤0.01% | 835 |
|
|
2025
Q3 | $801K | Buy |
11,086
+1,524
| +16% | +$114K | ﹤0.01% | 747 |
|
|
2025
Q2 | $650K | Sell |
9,562
-1,216
| -11% | -$70.7K | ﹤0.01% | 769 |
|
|
2025
Q1 | $529K | Buy |
10,778
+99
| +0.9% | +$7.39K | ﹤0.01% | 791 |
|
|
2024
Q4 | $926K | Sell |
10,679
-415
| -4% | -$34K | ﹤0.01% | 709 |
|
|
2024
Q3 | $745K | Buy |
11,094
+772
| +7% | +$49.9K | ﹤0.01% | 755 |
|
|
2024
Q2 | $663K | Sell |
10,322
-237
| -2% | -$16.6K | ﹤0.01% | 742 |
|
|
2024
Q1 | $860K | Buy |
10,559
+164
| +2% | +$11.9K | ﹤0.01% | 702 |
|
|
2023
Q4 | $804K | Sell |
10,395
-34
| -0.3% | -$1.92K | ﹤0.01% | 688 |
|
|
2023
Q3 | $462K | Buy |
10,429
+5,912
| +131% | +$366K | ﹤0.01% | 775 |
|
|
2023
Q2 | $301K | Buy |
+4,517
| New | +$282K | ﹤0.01% | 770 |
|
|
2022
Q4 | – | Sell |
-3,754
| Closed | -$206K | – | 955 |
|
|
2022
Q3 | $206K | Sell |
3,754
-250
| -6% | -$17.7K | ﹤0.01% | 859 |
|
|
2022
Q2 | $246K | Sell |
4,004
-11,768
| -75% | -$1.08M | ﹤0.01% | 836 |
|
|
2022
Q1 | $2.14M | Sell |
15,772
-1,018
| -6% | -$123K | ﹤0.01% | 507 |
|
|
2021
Q4 | $2.71M | Buy |
16,790
+3,248
| +24% | +$704K | 0.01% | 482 |
|
|
2021
Q3 | $3.25M | Sell |
13,542
-2,202
| -14% | -$566K | 0.01% | 433 |
|
|
2021
Q2 | $3.84M | Buy |
15,744
+9,285
| +144% | +$2.15M | 0.01% | 432 |
|
|
2021
Q1 | $1.47M | Sell |
6,459
-531
| -8% | -$124K | ﹤0.01% | 597 |
|
|
2020
Q4 | $1.52M | Buy |
6,990
+4,615
| +194% | +$900K | ﹤0.01% | 554 |
|
|
2020
Q3 | $249K | Buy |
+2,375
| New | +$335K | ﹤0.01% | 813 |
|
|
2020
Q2 | – | Sell |
-4,127
| Closed | -$216K | – | 837 |
|
|
2020
Q1 | $216K | Sell |
4,127
-190
| -4% | -$13K | ﹤0.01% | 790 |
|
|
2019
Q4 | $270K | Hold |
4,317
| – | – | ﹤0.01% | 817 |
|
|
2019
Q3 | $267K | Buy |
4,317
+100
| +2% | +$6.79K | ﹤0.01% | 804 |
|
|
2019
Q2 | $306K | Sell |
4,217
-566
| -12% | -$39.5K | ﹤0.01% | 808 |
|
|
2019
Q1 | $358K | Sell |
4,783
-10,720
| -69% | -$777K | ﹤0.01% | 789 |
|
|
2018
Q4 | $870K | Sell |
15,503
-3,480
| -18% | -$246K | ﹤0.01% | 588 |
|
|
2018
Q3 | $1.88M | Buy |
18,983
+1,928
| +11% | +$149K | 0.01% | 519 |
|
|
2018
Q2 | $1.05M | Sell |
17,055
-22,805
| -57% | -$1.25M | ﹤0.01% | 641 |
|
|
2018
Q1 | $1.96M | Buy |
39,860
+36,724
| +1,171% | +$1.69M | 0.01% | 481 |
|
|
2017
Q4 | $109K | Sell |
3,136
-36,539
| -92% | -$1.34M | ﹤0.01% | 1022 |
|
|
2017
Q3 | $1.14M | Buy |
+39,675
| New | +$1.04M | 0.01% | 607 |
|
Other funds holding XYZ
JSC
CIBC Private Wealth Group's XYZ Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its Block Inc (XYZ) stake by 18% in Q4 2025, selling an estimated $141K and leaving 9,048 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #835.
CIBC Private Wealth Group first reported a position in XYZ in Q3 2017 and has held it in 31 quarters since. The position peaked at $3.84M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.
- CIBC Private Wealth Group held 9,048 shares of Block Inc worth $589K as of Q4 2025.
- CIBC Private Wealth Group sold 2,038 Block Inc shares in Q4 2025, an estimated $141K.
- Block Inc made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #835 holding.
- CIBC Private Wealth Group first reported a position in Block Inc in Q3 2017 and has held it in 31 quarters since.
- CIBC Private Wealth Group's Block Inc position peaked at $3.84M in Q2 2021.
- 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.