CIBC Private Wealth Group, LLC
- SEC CIK
- 0001298088
- Latest filing
- Feb 12, 2026
PFSI holding history
PennyMac Financial Services, 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.
PFSI overviewAll 13F holders of PFSIFull Q4 2025 holdings
- Shares (Q4 2025)
- 628
- Value
- $82.8K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 628 | $82.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 628 | $77.8K | <0.1% | +628 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −953−100.0% | Sold out | Holders |
| Q4 2024 | 953 | $94.8K | <0.1% | −963−50.3% | Reduced | Holders |
| Q3 2024 | 1,916 | $218.4K | <0.1% | −1,501−43.9% | Reduced | Holders |
| Q2 2024 | 3,417 | $314.0K | <0.1% | +205+6.4% | Added | Holders |
| Q1 2024 | 3,212 | $288.2K | <0.1% | −46−1.4% | Reduced | Holders |
| Q4 2023 | 3,258 | $287.9K | <0.1% | +3,258 | New | Holders |