CIBC Private Wealth Group
SF

CIBC Private Wealth Group’s Stifel SF Stock Holding History

CIBC Private Wealth Group’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$341K Buy
4,082
+506
+14% +$40.4K ﹤0.01% 986
2025
Q3 		$271K Buy
3,576
+69
+2% +$5.17K ﹤0.01% 1054
2025
Q2 		$243K Sell
3,507
-254
-7% -$15.6K ﹤0.01% 1041
2025
Q1 		$192K Buy
3,761
+1,094
+41% +$77.1K ﹤0.01% 1093
2024
Q4 		$193K Sell
2,667
-564
-17% -$40.3K ﹤0.01% 1171
2024
Q3 		$202K Sell
3,231
-837
-21% -$47.8K ﹤0.01% 1180
2024
Q2 		$220K Sell
4,068
-2,120
-34% -$112K ﹤0.01% 1060
2024
Q1 		$319K Buy
6,188
+384
+7% +$18.9K ﹤0.01% 953
2023
Q4 		$268K Buy
5,804
+264
+5% +$10.9K ﹤0.01% 975
2023
Q3 		$227K Buy
+5,540
New +$233K ﹤0.01% 966
2018
Q2 		– Sell
-63,324
Closed -$1.67M – 2077
2018
Q1 		$1.67M Buy
+63,324
New +$1.79M 0.01% 538

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return