CIBC Private Wealth Group
PDEX icon

CIBC Private Wealth Group’s Pro-Dex PDEX Stock Holding History

CIBC Private Wealth Group’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$23.1K Hold
600
– – ﹤0.01% 2121
2025
Q3 		$20.3K Hold
600
– – ﹤0.01% 2150
2025
Q2 		$26.2K Hold
600
– – ﹤0.01% 1918
2025
Q1 		$33K Buy
+600
New +$25.1K ﹤0.01% 1788

Other funds holding PDEX

BlackRock
BlackRock New York $5.72T 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CIBC Private Wealth Group held its Pro-Dex (PDEX) position steady in Q4 2025 at 600 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

CIBC Private Wealth Group first reported a position in PDEX in Q1 2025 and has held it in 4 quarters since. The position peaked at $33K in Q1 2025. 56 funds tracked by Wall St. Rank hold PDEX as of Q4 2025.

  • CIBC Private Wealth Group held 600 shares of Pro-Dex worth $23.1K as of Q4 2025.
  • CIBC Private Wealth Group left its Pro-Dex share count unchanged in Q4 2025.
  • Pro-Dex made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2121 holding.
  • CIBC Private Wealth Group first reported a position in Pro-Dex in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Pro-Dex position peaked at $33K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held Pro-Dex as of Q4 2025.

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