CIBC Private Wealth Group’s Davis Select Financial ETF DFNL Stock Holding History

CIBC Private Wealth Group’s Portfolio DFNL Stock Details DFNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$9.67K	Buy	+200	New	+$9.2K	﹤0.01%	2433

Other funds holding DFNL

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in Davis Select Financial ETF (DFNL) in Q4 2025: 200 shares worth $9.67K. The stake represents ﹤0.01% of the portfolio and ranks #2433 among its holdings.

55 funds tracked by Wall St. Rank hold DFNL as of Q4 2025.

CIBC Private Wealth Group held 200 shares of Davis Select Financial ETF worth $9.67K as of Q4 2025.
Davis Select Financial ETF was a new CIBC Private Wealth Group position in Q4 2025.
Davis Select Financial ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2433 holding.
55 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q4 2025.

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