CIBC Private Wealth Group
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CIBC Private Wealth Group’s LPL Financial LPLA Stock Holding History

CIBC Private Wealth Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.57M Buy
12,792
+262
+2% +$92.7K 0.01% 444
2025
Q3 		$4.17M Sell
12,530
-273
-2% -$99K 0.01% 460
2025
Q2 		$4.8M Buy
12,803
+6,474
+102% +$2.27M 0.01% 433
2025
Q1 		$1.82M Sell
6,329
-1,696
-21% -$591K ﹤0.01% 549
2024
Q4 		$2.68M Sell
8,025
-4,977
-38% -$1.47M ﹤0.01% 513
2024
Q3 		$3.02M Buy
13,002
+5,304
+69% +$1.2M 0.01% 502
2024
Q2 		$2.1M Sell
7,698
-1,862
-19% -$505K ﹤0.01% 534
2024
Q1 		$2.55M Sell
9,560
-164
-2% -$41.4K 0.01% 500
2023
Q4 		$2.21M Buy
9,724
+3,046
+46% +$685K ﹤0.01% 499
2023
Q3 		$1.59M Buy
6,678
+5,495
+464% +$1.28M ﹤0.01% 535
2023
Q2 		$257K Sell
1,183
-270
-19% -$54.1K ﹤0.01% 795
2023
Q1 		$294K Sell
1,453
-73,892
-98% -$16.9M ﹤0.01% 786
2022
Q4 		$16.3K Buy
75,345
+74,075
+5,833% +$17.3M ﹤0.01% 738
2022
Q3 		$277K Sell
1,270
-23
-2% -$4.89K ﹤0.01% 803
2022
Q2 		$239K Sell
1,293
-473
-27% -$89.8K ﹤0.01% 846
2022
Q1 		$322K Sell
1,766
-6,621
-79% -$1.15M ﹤0.01% 830
2021
Q4 		$1.34M Sell
8,387
-203
-2% -$33.5K ﹤0.01% 589
2021
Q3 		$1.35M Sell
8,590
-216,538
-96% -$31.1M ﹤0.01% 566
2021
Q2 		$30.4M Sell
225,128
-104,708
-32% -$15.2M 0.07% 195
2021
Q1 		$46.9M Buy
+329,836
New +$42.1M 0.12% 151
2019
Q3 		– Sell
-4,164
Closed -$340K – 917
2019
Q2 		$340K Buy
+4,164
New +$329K ﹤0.01% 789
2018
Q3 		– Sell
-55
Closed -$4K – 1387
2018
Q2 		$4K Sell
55
-66
-55% -$4.34K ﹤0.01% 1772
2018
Q1 		$7K Sell
121
-26
-18% -$1.61K ﹤0.01% 1596
2017
Q4 		$8K Sell
147
-21,360
-99% -$1.12M ﹤0.01% 1601
2017
Q3 		$1.11M Buy
+21,507
New +$990K 0.01% 616

Other funds holding LPLA

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIBC Private Wealth Group increased its LPL Financial (LPLA) stake by 2.1% in Q4 2025, buying an estimated $92.7K and bringing the position to 12,792 shares worth $4.57M. The position accounts for 0.01% of the portfolio, ranked #444.

CIBC Private Wealth Group first reported a position in LPLA in Q3 2017 and has held it in 25 quarters since. The position peaked at $46.9M in Q1 2021. 826 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • CIBC Private Wealth Group held 12,792 shares of LPL Financial worth $4.57M as of Q4 2025.
  • CIBC Private Wealth Group bought 262 LPL Financial shares in Q4 2025, an estimated $92.7K.
  • LPL Financial made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #444 holding.
  • CIBC Private Wealth Group first reported a position in LPL Financial in Q3 2017 and has held it in 25 quarters since.
  • CIBC Private Wealth Group's LPL Financial position peaked at $46.9M in Q1 2021.
  • 826 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

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