CIBC Private Wealth Group
SFGV

CIBC Private Wealth Group’s Sequoia Global Value ETF SFGV Stock Holding History

CIBC Private Wealth Group’s Portfolio SFGV Stock Details SFGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-240
Closed -$7.02K – 3123
2025
Q2 		$7.02K Sell
240
-160
-40% -$4.46K ﹤0.01% 2369
2025
Q1 		$9.85K Buy
+400
New +$11.2K ﹤0.01% 2248

Other funds holding SFGV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CIBC Private Wealth Group's SFGV Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Sequoia Global Value ETF (SFGV) in Q3 2025, closing a stake of 240 shares — an estimated $7.02K sold.

CIBC Private Wealth Group first reported a position in SFGV in Q1 2025 and held it in 2 quarters. The position peaked at $9.85K in Q1 2025. 6 funds tracked by Wall St. Rank hold SFGV as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Sequoia Global Value ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 240 Sequoia Global Value ETF shares in Q3 2025, an estimated $7.02K.
  • CIBC Private Wealth Group first reported a position in Sequoia Global Value ETF in Q1 2025 and held it in 2 quarters.
  • CIBC Private Wealth Group's Sequoia Global Value ETF position peaked at $9.85K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.