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CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

AX holding history

Axos Financial, Inc. in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AX overviewAll 13F holders of AXFull Q4 2025 holdings

Shares (Q4 2025)
19
Value
$1.64K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of AX by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202519$1.64K<0.1%+18+1,800.0%AddedHolders
Q3 20251$85<0.1%00.0%UnchangedHolders
Q2 20251$76<0.1%−4,624−100.0%ReducedHolders
Q1 20254,625$260.7K<0.1%00.0%UnchangedHolders
Q4 20244,625$318.7K<0.1%00.0%UnchangedHolders
Q3 20244,625$290.8K<0.1%−100−2.1%ReducedHolders
Q2 20244,725$267.4K<0.1%00.0%UnchangedHolders
Q1 20244,725$247.7K<0.1%+4,725NewHolders