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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Stifel (SF) stake by 14% in Q4 2025, buying an estimated $40.4K and bringing the position to 4,082 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

CIBC Private Wealth Group first reported a position in SF in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2018. 629 funds tracked by Wall St. Rank hold SF as of Q4 2025.

  • CIBC Private Wealth Group held 4,082 shares of Stifel worth $341K as of Q4 2025.
  • CIBC Private Wealth Group bought 506 Stifel shares in Q4 2025, an estimated $40.4K.
  • Stifel made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #986 holding.
  • CIBC Private Wealth Group first reported a position in Stifel in Q1 2018 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Stifel position peaked at $1.67M in Q1 2018.
  • 629 funds tracked by Wall St. Rank held Stifel as of Q4 2025.

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