Position in IPST
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$858,000
New position
Shares Held
27,500
first reported quarter
Ownership
4.01%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $401,663,549 across 34 Capital Markets names. IPST ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,770,342 | $176,874,868 | |
| 2 | GS |
Goldman Sachs Group Inc
|
137,701 | $121,039,179 | |
| 3 | MS |
Morgan Stanley
|
302,112 | $53,633,943 | |
| 4 | TW |
Tradeweb Markets Inc.
|
357,060 | $38,398,232 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,792 | $4,568,918 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
59,057 | $3,659,762 | |
| 7 | IPST |
Ip Strategy Holdings, Inc.
This page
|
27,500 | $858,000 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,171 | $811,040 |
All Filings in IPST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $858,000 | 27,500 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||