CIBC Private Wealth Group LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 59,158,508
- Description
- CIBC Private Wealth Group provides investment management and wealth-related advisory services in the United States. Its client work includes estate, legacy and family-wealth considerations. This entity's 13F history should be distinguished from CIBC's banking and securities-business records when comparing reported institutional holdings.
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 3,397 | 59,158,508 | 13F-HR | CIBC Private Wealth Group LLC |
| Q3 2025 | 11/24/2025 | 3,087 | 58,410,766 | 13F-HR | CIBC Private Wealth Group LLC |
| Q2 2025 | 8/12/2025 | 3,075 | 55,983,098 | 13F-HR | CIBC Private Wealth Group LLC |
| Q1 2025 | 5/14/2025 | 3,084 | 47,351,600 | 13F-HR | CIBC Private Wealth Group LLC |
| Q4 2024 | 2/12/2025 | 2,970 | 55,156,400 | 13F-HR | CIBC Private Wealth Group LLC |
| Q3 2024 | 11/13/2024 | 3,114 | 55,803,124 | 13F-HR | CIBC Private Wealth Group LLC |
| Q2 2024 | 8/9/2024 | 3,145 | 53,317,666 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q1 2024 | 5/10/2024 | 3,065 | 51,051,366 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q4 2023 | 2/13/2024 | 1,141 | 47,214,495 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q3 2023 | 11/13/2023 | 1,077 | 42,258,337 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q2 2023 | 11/21/2023 | 878 | 45,737,838 | 13F-HR/A - NEW HOLDINGS | CIBC Private Wealth Group, LLC |
| Q2 2023 | 8/10/2023 | 879 | 45,729,505 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q1 2023 | 11/21/2023 | 891 | 45,169,900 | 13F-HR/A - NEW HOLDINGS | CIBC Private Wealth Group, LLC |
| Q1 2023 | 5/12/2023 | 886 | 45,166,267 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q4 2022 | 6/1/2023 | 860 | 29,772,263 | 13F-HR/A - RESTATEMENT | CIBC Private Wealth Group, LLC |
| Q4 2022 | 2/14/2023 | 901 | 40,491,661 | 13F-HR/A - RESTATEMENT | CIBC Private Wealth Group, LLC |
| Q4 2022 | 2/13/2023 | 901 | 56,177,163 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q3 2022 | 11/15/2022 | 925 | 37,129,545 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q2 2022 | 8/3/2022 | 1,207 | 38,504,059 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q1 2022 | 5/16/2022 | 1,263 | 45,814,166 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q4 2021 | 4/4/2022 | 1,008 | 48,219,001 | 13F-HR/A - RESTATEMENT | CIBC Private Wealth Group, LLC |
| Q4 2021 | 2/8/2022 | 1,008 | 48,219,001 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q3 2021 | 11/12/2021 | 928 | 42,982,507 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q2 2021 | 8/16/2021 | 1,023 | 43,536,608 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q1 2021 | 5/12/2021 | 1,022 | 39,716,116 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q4 2020 | 2/12/2021 | 972 | 37,826,501 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q3 2020 | 11/3/2020 | 878 | 32,646,743 | 13F-HR/A - RESTATEMENT | CIBC Private Wealth Group, LLC |
| Q3 2020 | 10/29/2020 | 229 | 551,834 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q2 2020 | 8/13/2020 | 589 | 20,577,715 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q1 2020 | 5/15/2020 | 835 | 23,317,897 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q4 2019 | 1/30/2020 | 896 | 30,658,024 | 13F-HR | CIBC Private Wealth Group, LLC |
| Q1 2014 | 5/14/2014 | 578 | 11,761,976 | 13F-HR | Atlantic Trust Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.15 M | 91.5% | 62.88 K | 0 | 62.88 K |
| ETFs | 5.001 M | 8.5% | 686 K | 0 | 686 K |
| Debt | 5.558 K | 0.0% | 0 | 821 | -821 |
| Other | 2.423 K | 0.0% | 0 | 84 | -84 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
59,158,508
Holdings
3397
QoQ value change ($000)
747,742
(1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.