CIBC Private Wealth Group’s BrightSpring Health Services BTSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$214K	Buy	+5,703	New	+$191K	﹤0.01%	1159

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in BrightSpring Health Services (BTSG) in Q4 2025: 5,703 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

285 funds tracked by Wall St. Rank hold BTSG as of Q4 2025.

CIBC Private Wealth Group held 5,703 shares of BrightSpring Health Services worth $214K as of Q4 2025.
BrightSpring Health Services was a new CIBC Private Wealth Group position in Q4 2025.
BrightSpring Health Services made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1159 holding.
285 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q4 2025.

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