CIBC Private Wealth Group
PFBC icon

CIBC Private Wealth Group’s Preferred Bank PFBC Stock Holding History

CIBC Private Wealth Group’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$283 Buy
+3
New +$280 ﹤0.01% 3151
2025
Q3 		– Sell
-21
Closed -$1.82K – 3254
2025
Q2 		$1.82K Hold
21
– – ﹤0.01% 2660
2025
Q1 		$1.58K Buy
+21
New +$1.82K ﹤0.01% 2737
2024
Q4 		– Sell
-17
Closed -$1.36K – 3134
2024
Q3 		$1.36K Hold
17
– – ﹤0.01% 2870
2024
Q2 		$1.25K Buy
+17
New +$1.28K ﹤0.01% 2853

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in Preferred Bank (PFBC) in Q4 2025: 3 shares worth $283. The stake represents ﹤0.01% of the portfolio and ranks #3151 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in PFBC as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in PFBC in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.82K in Q2 2025. 218 funds tracked by Wall St. Rank hold PFBC as of Q4 2025.

  • CIBC Private Wealth Group held 3 shares of Preferred Bank worth $283 as of Q4 2025.
  • Preferred Bank was a new CIBC Private Wealth Group position in Q4 2025.
  • Preferred Bank made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3151 holding.
  • CIBC Private Wealth Group first reported a position in Preferred Bank in Q2 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's Preferred Bank position peaked at $1.82K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2025.

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