CIBC Private Wealth Group
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CIBC Private Wealth Group’s Principal Financial Group PFG Stock Holding History

CIBC Private Wealth Group’s Portfolio PFG Stock Details PFG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$391K Buy
2025
Q2 		$342K Buy
2025
Q1 		$284K Buy
2024
Q4 		$197K Buy
2024
Q3 		$215K Sell
2024
Q2 		$200K Sell
2024
Q1 		$225K Buy
2018
Q2 		– Sell
2018
Q1 		$12K Buy
2017
Q4 		$1K Buy