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CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001298088
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameCIBC Private Wealth Group LLC
Ticker–
CIK0001298088

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse3290 NORTHSIDE PARKWAY 7TH FLOOR, 30327 ATLANTA, GA
Telefon404-881-3400
EIN (IRS)04-3173832

Listing & Historie

Fiskaljahr-Ende31.12.
Frühere NamenCIBC Private Wealth Group, LLC (bis 2024)
Atlantic Trust Group, LLC (bis 2018)
Atlantic Trust Group, Inc. (bis 2008)

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
GOLDMAN SACHS GROUP INC48.143.720048.143.7202.046.132.388Neu+100,0%
NORTHERN TRUST CORP7.779.90607.779.9061.466.979.864Neu+100,0%
BANK OF AMERICA CORP /DE/13.310.265013.310.265629.236.239Neu+100,0%
AMERIPRISE FINANCIAL INC12.079.719012.079.719554.595.390Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC9.614.52209.614.522460.510.156Neu+100,0%
MORGAN STANLEY7.134.72407.134.724363.756.314Neu+100,0%
LPL Financial LLC7.194.98707.194.987335.714.181Neu+100,0%
PNC FINANCIAL SERVICES GROUP, INC.6.130.54606.130.546286.323.931Neu+100,0%
Waverly Advisors, LLC5.587.02805.587.028255.846.701Neu+100,0%
COLDSTREAM CAPITAL MANAGEMENT INC5.929.02905.929.029251.954.111Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5.505.25205.505.252245.835.250Neu+100,0%
WELLS FARGO & COMPANY/MN4.518.92904.518.929211.352.360Neu+100,0%
JPMORGAN CHASE & CO4.910.84904.910.849207.878.328Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC3.375.1623.194.653180.509201.696.178Aufgestockt+5,7%
Mariner, LLC3.872.31103.872.311179.591.567Neu+100,0%
PARTNERS CAPITAL INVESTMENT GROUP, LLP3.579.21703.579.217152.098.833Neu+100,0%
Dynasty Wealth Management, LLC3.473.22703.473.227147.594.785Neu+100,0%
Invesco Ltd.3.076.91703.076.917146.245.865Neu+100,0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC3.364.06903.364.069143.214.262Neu+100,0%
Quotient Wealth Partners, LLC3.367.75903.367.759143.112.934Neu+100,0%
Cambridge Investment Research Advisors, Inc.2.529.9511.217.3231.312.628135.264.000Aufgestockt+107,8%
RAYMOND JAMES FINANCIAL INC2.856.70402.856.704135.200.359Neu+100,0%
SCHARF INVESTMENTS, LLC3.036.0882.826.340209.748131.050.008Aufgestockt+7,4%
NorthRock Partners, LLC3.079.26303.079.263130.875.959Neu+100,0%
D.A. DAVIDSON & CO.2.175.8412.109.27566.566117.560.739Aufgestockt+3,2%
Cetera Investment Advisers2.475.97602.475.976116.836.012Neu+100,0%
Arbor Investment Advisors, LLC2.054.0472.027.97726.070110.980.148Aufgestockt+1,3%
Linscomb Wealth, Inc.1.930.1911.975.969-45.778104.288.233Reduziert-2,3%
OSAIC HOLDINGS, INC.2.095.03002.095.03095.407.489Neu+100,0%
Berman McAleer LLC1.558.9751.571.539-12.56484.231.422Reduziert-0,8%
Focus Partners Wealth1.727.16401.727.16481.978.480Neu+100,0%
ROYAL BANK OF CANADA1.627.59701.627.59778.398.000Neu+100,0%
RFG Advisory, LLC1.301.9781.322.754-20.77668.910.854Reduziert-1,6%
UBS Group AG1.411.70501.411.70568.197.772Neu+100,0%
MML INVESTORS SERVICES, LLC1.354.80901.354.80965.731.961Neu+100,0%
Allworth Financial LP1.138.39301.138.39360.720.384Neu+100,0%
Pinnacle Financial Partners, Inc.1.275.67301.275.67360.593.836Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.083.2881.018.41064.87859.701.008Aufgestockt+6,4%
Private Advisor Group, LLC1.119.199203.303915.89654.234.351Aufgestockt+450,5%
Larson Financial Group LLC1.022.58401.022.58448.602.513Neu+100,0%
Heartwood Wealth Advisors LLC763.888739.81024.07844.305.504Aufgestockt+3,3%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.932.1170932.11744.303.521Neu+100,0%
FLOW TRADERS U.S. LLC986.6490986.64942.355.000Neu+100,0%
Jordan Park Group LLC995.3880995.38842.290.425Neu+100,0%
TRUIST FINANCIAL CORP802.586753.12049.46641.924.898Aufgestockt+6,6%
Corient Private Wealth LLC803.7180803.71841.295.344Neu+100,0%
GRIMES & Co WEALTH MANAGEMENT, LLC745.956761.631-15.67540.304.008Reduziert-2,1%
Capstone Financial Advisors, Inc.163.5330163.53339.471.532Neu+100,0%
AlphaCore Capital LLC808.9900808.99038.450.258Neu+100,0%
Garrett Wealth Advisory Group, LLC796.0380796.03837.835.706Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
COMMONWEALTH EQUITY SERVICES, LLC3.375.1623.194.653+5,7%201.696.1788,45–17 Q
Cambridge Investment Research Advisors, Inc.2.529.9511.217.323+107,8%135.264.0005,67–17 Q
SCHARF INVESTMENTS, LLC3.036.0882.826.340+7,4%131.050.0085,4923 %4 Q
D.A. DAVIDSON & CO.2.175.8412.109.275+3,2%117.560.7394,92100 %17 Q
Arbor Investment Advisors, LLC2.054.0472.027.977+1,3%110.980.1484,650 %17 Q
Linscomb Wealth, Inc.1.930.1911.975.969-2,3%104.288.2334,3792 %17 Q
Berman McAleer LLC1.558.9751.571.539-0,8%84.231.4223,530 %4 Q
RFG Advisory, LLC1.301.9781.322.754-1,6%68.910.8542,890 %17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.083.2881.018.410+6,4%59.701.0082,503 %15 Q
Private Advisor Group, LLC1.119.199203.303+450,5%54.234.3512,270 %17 Q
Heartwood Wealth Advisors LLC763.888739.810+3,3%44.305.5041,865 %17 Q
TRUIST FINANCIAL CORP802.586753.120+6,6%41.924.8981,7615 %17 Q
GRIMES & Co WEALTH MANAGEMENT, LLC745.956761.631-2,1%40.304.0081,69100 %17 Q
Blankinship & Foster, LLC768.531789.104-2,6%36.063.3161,510 %17 Q
Pinnacle Financial Group, LLC / IL665.074668.275-0,5%35.933.9511,510 %17 Q
Klingman & Associates, LLC614.153618.139-0,6%33.182.7101,390 %17 Q
Charter Capital Management, LLC\DE604.491595.164+1,6%32.660.6361,371 %5 Q
Charles Schwab Trust Co577.465637.458-9,4%31.200.4341,31100 %17 Q
BOYUM WEALTH ARCHITECTS LLC535.648518.214+3,4%29.171.4021,220 %6 Q
Crumly & Associates Inc.618.984616.666+0,4%29.045.8271,220 %11 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.46444,72.388
31.03.2026✓886259,613.033
31.12.2025✓887260,712.881
30.09.2025✓860267,912.669
30.06.2025✓859265,811.889
31.03.2025✓898337,114.052

Top 10 Neueinsteiger

FondsAnteileWert (USD)
FLOW TRADERS U.S. LLC986.64942.355.000
Penserra Capital Management LLC541.39825.732.000
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC315.92314.301.585
Perigon Wealth Management, LLC219.34210.311.600
Advyzon Investment Management, LLC101.3304.306.003
ALLIANCEBERNSTEIN L.P.100.0674.138.771
Strategic Financial Concepts, LLC84.6313.668.939
FDx Advisors, Inc.64.5293.067.000
SUMMITPOINT CAPITAL MANAGEMENT70.6342.921.413
Envision Financial Transparency, LLC60.7802.910.000

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
ENVESTNET ASSET MANAGEMENT INC9.614.5223.196.216+49.8 %460.510.156
Allworth Financial LP1.138.393699.854+159.6 %60.720.384
Vestmark Advisory Solutions, Inc.785.582568.513+261.9 %34.957.968
ELEVATION POINT WEALTH PARTNERS, LLC536.453522.866+3848.3 %22.859.056
NorthRock Partners, LLC3.079.263361.838+13.3 %130.875.959
Cambridge Investment Research Advisors, Inc.1.217.323323.509+36.2 %58.684.000
RAYMOND JAMES FINANCIAL INC2.856.704320.161+12.6 %135.200.359
Independent Advisor Alliance335.502296.124+752.0 %14.780.886
COLDSTREAM CAPITAL MANAGEMENT INC5.929.029272.288+4.8 %251.954.111
Wood Tarver Financial Group, LLC257.812217.838+544.9 %12.253.000

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
GOLDMAN SACHS GROUP INC48.143.720-2.264.536-4.5 %2.046.132.388
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.018.410-1.806.421-63.9 %49.826.526
FIRST INTERSTATE BANK137.540-1.288.461-90.4 %5.844.763
Corient Private Wealth LLC803.718-785.556-49.4 %41.295.344
AMERIPRISE FINANCIAL INC12.079.719-758.982-5.9 %554.595.390
Waverly Advisors, LLC5.587.028-607.087-9.8 %255.846.701
COMMONWEALTH EQUITY SERVICES, LLC3.194.653-554.008-14.8 %171.302.422
UBS Group AG1.411.705-511.072-26.6 %68.197.772
Rockefeller Capital Management L.P.438.493-457.620-51.1 %21.461.808
Valeo Financial Advisors, LLC44.800-396.905-89.9 %2.147.928

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