CIBC Private Wealth Group
BKLC icon

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
+2,451
New +$106K ﹤0.01% 1483
2025
Q3 		– Sell
-450
Closed -$17.8K – 3111
2025
Q2 		$17.8K Hold
450
– – ﹤0.01% 2058
2025
Q1 		$14.2K Hold
450
– – ﹤0.01% 2116
2024
Q4 		$16.9K Hold
450
– – ﹤0.01% 2119
2024
Q3 		$16.4K Hold
450
– – ﹤0.01% 2244
2024
Q2 		$15.8K Hold
450
– – ﹤0.01% 2120
2024
Q1 		$14.9K Buy
+450
New +$14.2K ﹤0.01% 2141

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

CIBC Private Wealth Group's BKLC Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q4 2025: 2,451 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in BKLC as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in BKLC in Q1 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold BKLC as of Q4 2025.

  • CIBC Private Wealth Group held 2,451 shares of BNY Mellon US Large Cap Core Equity ETF worth $107K as of Q4 2025.
  • BNY Mellon US Large Cap Core Equity ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1483 holding.
  • CIBC Private Wealth Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 7 quarters since.
  • 145 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.