CIBC Private Wealth Group
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CIBC Private Wealth Group’s Barclays BCS Stock Holding History

CIBC Private Wealth Group’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$176K Buy
6,898
+282
+4% +$6.25K ﹤0.01% 1252
2025
Q3 		$137K Buy
6,616
+1,591
+32% +$31.5K ﹤0.01% 1349
2025
Q2 		$93.4K Buy
5,025
+19
+0.4% +$314 ﹤0.01% 1418
2025
Q1 		$63.5K Sell
5,006
-2,317
-32% -$34.7K ﹤0.01% 1547
2024
Q4 		$96.6K Sell
7,323
-454
-6% -$5.88K ﹤0.01% 1429
2024
Q3 		$94.5K Buy
7,777
+199
+3% +$2.33K ﹤0.01% 1508
2024
Q2 		$87K Buy
7,578
+6,429
+560% +$66.8K ﹤0.01% 1451
2024
Q1 		$10.7K Buy
+1,149
New +$9.41K ﹤0.01% 2250
2022
Q3 		– Sell
-1
Closed – – 937
2022
Q2 		$0 Sell
1
-560
-100% -$4.39K ﹤0.01% 1197
2022
Q1 		$4K Buy
+561
New +$5.72K ﹤0.01% 1194

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return