CIBC Private Wealth Group

CIBC Private Wealth Group’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

CIBC Private Wealth Group’s Portfolio BKLC Stock Details BKLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$107K	Buy	+817	New	+$106K	﹤0.01%	1483
2025 Q3	–	Sell	-150	Closed	-$17.8K	–	3111
2025 Q2	$17.8K	Hold	150	–	–	﹤0.01%	2058
2025 Q1	$14.2K	Hold	150	–	–	﹤0.01%	2116
2024 Q4	$16.9K	Hold	150	–	–	﹤0.01%	2119
2024 Q3	$16.4K	Hold	150	–	–	﹤0.01%	2244
2024 Q2	$15.8K	Hold	150	–	–	﹤0.01%	2120
2024 Q1	$14.9K	Buy	+150	New	+$14.2K	﹤0.01%	2141

Other funds holding BKLC

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return