CWM
XYZ

CIBC World Markets’s Block Inc XYZ Stock Holding History

CIBC World Markets’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.96M Buy
+76,251
New +$5.26M 0.02% 397
2025
Q2 		$1.58M Sell
23,296
-1,969
-8% -$115K 0.01% 606
2025
Q1 		$1.37M Buy
25,265
+139
+0.6% +$10.4K 0.01% 589
2024
Q4 		$2.14M Sell
25,126
-7,305
-23% -$599K 0.01% 532
2024
Q3 		$2.18M Buy
32,431
+2,495
+8% +$161K 0.02% 506
2024
Q2 		$1.93M Buy
29,936
+7,272
+32% +$509K 0.01% 505
2024
Q1 		$1.92M Buy
22,664
+7,357
+48% +$532K 0.01% 516
2023
Q4 		$1.18M Buy
+15,307
New +$865K 0.01% 595
2023
Q1 		– Sell
-146,000
Closed -$9.17M – 721
2022
Q4 		$9.17M Hold
146,000
– – 0.06% 213
2022
Q3 		$8.03M Buy
+146,000
New +$10.3M 0.11% 106
2021
Q4 		– Sell
-55,200
Closed -$13.2M – 667
2021
Q3 		$13.2M Buy
+55,200
New +$14.2M 0.09% 163
2019
Q3 		– Sell
-318,800
Closed -$23.1M – 745
2019
Q2 		$23.1M Buy
+318,800
New +$22.3M 0.18% 134

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

CIBC World Markets opened a new position in Block Inc (XYZ) in Q4 2025: 76,251 shares worth $4.96M. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in XYZ as recently as Q2 2025.

CIBC World Markets first reported a position in XYZ in Q2 2019 and has held it in 12 quarters since. The position peaked at $23.1M in Q2 2019. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • CIBC World Markets held 76,251 shares of Block Inc worth $4.96M as of Q4 2025.
  • Block Inc was a new CIBC World Markets position in Q4 2025.
  • Block Inc made up 0.02% of CIBC World Markets's portfolio in Q4 2025, its #397 holding.
  • CIBC World Markets first reported a position in Block Inc in Q2 2019 and has held it in 12 quarters since.
  • CIBC World Markets's Block Inc position peaked at $23.1M in Q2 2019.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

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