Skip to main content

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q4 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DFS by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−23,443−100.0%Sold outHolders
Q1 202523,443$3.47M<0.1%−412−1.7%ReducedHolders
Q4 202423,855$4.20M<0.1%+121+0.5%AddedHolders
Q3 202423,734$3.33M<0.1%−264−1.1%ReducedHolders
Q2 202423,998$3.09M<0.1%−279−1.1%ReducedHolders
Q1 202424,277$3.14M<0.1%−209−0.9%ReducedHolders
Q4 202324,486$2.75M<0.1%−311−1.3%ReducedHolders
Q3 202324,797$2.15M<0.1%−10,059−28.9%ReducedHolders
Q2 202334,856$4.07M<0.1%−1,387−3.8%ReducedHolders
Q1 202336,243$3.58M<0.1%−98−0.3%ReducedHolders
Q4 202236,341$3.07M<0.1%+409+1.1%AddedHolders
Q3 202235,932$3.27M<0.1%−463−1.3%ReducedHolders
Q2 202236,395$3.44M<0.1%+802+2.3%AddedHolders
Q1 202235,593$3.92M<0.1%−988−2.7%ReducedHolders
Q4 202136,581$4.23M<0.1%+1,967+5.7%AddedHolders
Q3 202134,614$4.25M<0.1%−247−0.7%ReducedHolders
Q2 202134,861$4.12M<0.1%−425−1.2%ReducedHolders
Q1 202135,286$3.35M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.