CWM
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CIBC World Markets’s Factset FDS Stock Holding History

CIBC World Markets’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.13M Buy
+3,911
New +$1.1M 0.01% 709
2025
Q2 		$2.13M Buy
4,772
+187
+4% +$81.9K 0.01% 548
2025
Q1 		$2.08M Sell
4,585
-1,390
-23% -$633K 0.02% 495
2024
Q4 		$2.87M Sell
5,975
-1,357
-19% -$645K 0.02% 476
2024
Q3 		$3.37M Sell
7,332
-12
-0.2% -$5.1K 0.02% 411
2024
Q2 		$3M Sell
7,344
-2,384
-25% -$1.01M 0.02% 415
2024
Q1 		$4.42M Buy
9,728
+906
+10% +$422K 0.03% 347
2023
Q4 		$4.21M Buy
8,822
+2,696
+44% +$1.21M 0.02% 377
2023
Q3 		$2.68M Sell
6,126
-1,692
-22% -$721K 0.03% 324
2023
Q2 		$3.13M Buy
7,818
+2,794
+56% +$1.13M 0.03% 389
2023
Q1 		$2.09M Sell
5,024
-7,484
-60% -$3.12M 0.03% 346
2022
Q4 		$5.02M Buy
12,508
+6,236
+99% +$2.66M 0.03% 327
2022
Q3 		$2.51M Sell
6,272
-2,262
-27% -$958K 0.03% 241
2022
Q2 		$3.28M Sell
8,534
-330
-4% -$129K 0.03% 296
2022
Q1 		$3.85M Buy
8,864
+753
+9% +$318K 0.03% 298
2021
Q4 		$3.94M Buy
+8,111
New +$3.64M 0.02% 300
2021
Q2 		– Sell
-4,078
Closed -$1.26M – 726
2021
Q1 		$1.26M Buy
+4,078
New +$1.29M 0.01% 550

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC World Markets's FDS Position: Q4 2025 in Review

CIBC World Markets opened a new position in Factset (FDS) in Q4 2025: 3,911 shares worth $1.13M. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in FDS as recently as Q2 2025.

CIBC World Markets first reported a position in FDS in Q1 2021 and has held it in 17 quarters since. The position peaked at $5.02M in Q4 2022. 793 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • CIBC World Markets held 3,911 shares of Factset worth $1.13M as of Q4 2025.
  • Factset was a new CIBC World Markets position in Q4 2025.
  • Factset made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #709 holding.
  • CIBC World Markets first reported a position in Factset in Q1 2021 and has held it in 17 quarters since.
  • CIBC World Markets's Factset position peaked at $5.02M in Q4 2022.
  • 793 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.