CIBC Private Wealth Group
PPT

CIBC Private Wealth Group’s Franklin Premier Income Trust PPT Stock Holding History

CIBC Private Wealth Group’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$29.2K Buy
8,262
+175
+2% +$631 ﹤0.01% 2018
2025
Q3 		$29.8K Sell
8,087
-2,876
-26% -$10.6K ﹤0.01% 2013
2025
Q2 		$40.2K Sell
10,963
-1,725
-14% -$6.25K ﹤0.01% 1748
2025
Q1 		$44.5K Buy
12,688
+165
+1% +$592 ﹤0.01% 1669
2024
Q4 		$44.6K Buy
12,523
+214
+2% +$770 ﹤0.01% 1717
2024
Q3 		$45.9K Buy
12,309
+103
+0.8% +$376 ﹤0.01% 1805
2024
Q2 		$44.1K Buy
12,206
+211
+2% +$736 ﹤0.01% 1724
2024
Q1 		$42.1K Buy
11,995
+150
+1% +$540 ﹤0.01% 1741
2023
Q4 		$42.3K Buy
11,845
+155
+1% +$532 ﹤0.01% 1111
2023
Q3 		$39.2K Buy
11,690
+147
+1% +$519 ﹤0.01% 1053
2023
Q2 		$40.6K Buy
11,543
+142
+1% +$506 ﹤0.01% 861
2023
Q1 		$40.6K Buy
11,401
+133
+1% +$492 ﹤0.01% 867
2022
Q4 		$41 Buy
11,268
+133
+1% +$484 ﹤0.01% 842
2022
Q3 		$40K Buy
11,135
+123
+1% +$469 ﹤0.01% 893
2022
Q2 		$42K Buy
11,012
+119
+1% +$458 ﹤0.01% 977
2022
Q1 		$43K Buy
10,893
+111
+1% +$450 ﹤0.01% 1050
2021
Q4 		$46K Buy
10,782
+102
+1% +$450 ﹤0.01% 1001
2021
Q3 		$49K Sell
10,680
-5,624
-34% -$25.9K ﹤0.01% 921
2021
Q2 		$76K Buy
16,304
+92
+0.6% +$433 ﹤0.01% 1016
2021
Q1 		$79K Buy
16,212
+91
+0.6% +$431 ﹤0.01% 1016
2020
Q4 		$75K Sell
16,121
-216
-1% -$986 ﹤0.01% 968
2020
Q3 		$73K Buy
+16,337
New +$75.8K ﹤0.01% 864
2020
Q2 		– Sell
-15,761
Closed -$72K – 758
2020
Q1 		$72K Sell
15,761
-2,747
-15% -$14.1K ﹤0.01% 822
2019
Q4 		$100K Buy
18,508
+97
+0.5% +$522 ﹤0.01% 881
2019
Q3 		$97K Sell
18,411
-79,904
-81% -$420K ﹤0.01% 869
2019
Q2 		$504K Buy
98,315
+80,065
+439% +$412K ﹤0.01% 708
2019
Q1 		$94K Sell
18,250
-2,855
-14% -$14.2K ﹤0.01% 909
2018
Q4 		$99K Sell
21,105
-38,795
-65% -$192K ﹤0.01% 849
2018
Q3 		$315K Sell
59,900
-6,080
-9% -$31.9K ﹤0.01% 854
2018
Q2 		$345K Buy
65,980
+680
+1% +$3.63K ﹤0.01% 839
2018
Q1 		$342K Sell
65,300
-65,365
-50% -$342K ﹤0.01% 845
2017
Q4 		$696K Sell
130,665
-69,970
-35% -$369K ﹤0.01% 717
2017
Q3 		$1.07M Buy
+200,635
New +$1.08M ﹤0.01% 624

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Franklin Premier Income Trust (PPT) stake by 2.2% in Q4 2025, buying an estimated $631 and bringing the position to 8,262 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

CIBC Private Wealth Group first reported a position in PPT in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.07M in Q3 2017. 107 funds tracked by Wall St. Rank hold PPT as of Q4 2025.

  • CIBC Private Wealth Group held 8,262 shares of Franklin Premier Income Trust worth $29.2K as of Q4 2025.
  • CIBC Private Wealth Group bought 175 Franklin Premier Income Trust shares in Q4 2025, an estimated $631.
  • Franklin Premier Income Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2018 holding.
  • CIBC Private Wealth Group first reported a position in Franklin Premier Income Trust in Q3 2017 and has held it in 33 quarters since.
  • CIBC Private Wealth Group's Franklin Premier Income Trust position peaked at $1.07M in Q3 2017.
  • 107 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2025.

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