CIBC Private Wealth Group LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 59,158,508
- Description
- Atlanta Georgia based bank affiliated investment manager with an independent advisory structure and a research first and risk aware investment mandate. The approach emphasizes credit underwriting and duration control, long duration private asset evaluation, and planning integrated mandate design for institutional and advisory mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through exposure correlation monitoring and exposure consistency.
- Founded
- —
- Chairman
- —
- CEO
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- 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.