CIBC Private Wealth Group
FG icon

CIBC Private Wealth Group’s F&G Annuities & Life FG Stock Holding History

CIBC Private Wealth Group’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3K Buy
97
+45
+87% +$1.41K ﹤0.01% 2724
2025
Q3 		$1.63K Buy
+52
New +$1.72K ﹤0.01% 2756
2025
Q1 		– Sell
-10
Closed -$414 – 3158
2024
Q4 		$414 Buy
+10
New +$440 ﹤0.01% 2861
2024
Q3 		– Sell
-68
Closed -$2.57K – 3172
2024
Q2 		$2.57K Hold
68
– – ﹤0.01% 2708
2024
Q1 		$2.75K Buy
+68
New +$2.84K ﹤0.01% 2672

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return