CIBC Private Wealth Group
FLBL icon

CIBC Private Wealth Group’s Franklin Senior Loan ETF FLBL Stock Holding History

CIBC Private Wealth Group’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$17.4K Buy
742
+35
+5% +$830 ﹤0.01% 2217
2025
Q3 		$17K Buy
707
+14
+2% +$338 ﹤0.01% 2204
2025
Q2 		$16.8K Buy
693
+560
+421% +$13.4K ﹤0.01% 2077
2025
Q1 		$3.09K Buy
133
+17
+15% +$412 ﹤0.01% 2585
2024
Q4 		$2.83K Buy
+116
New +$2.82K ﹤0.01% 2627

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Franklin Senior Loan ETF (FLBL) stake by 5% in Q4 2025, buying an estimated $830 and bringing the position to 742 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

CIBC Private Wealth Group first reported a position in FLBL in Q4 2024 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • CIBC Private Wealth Group held 742 shares of Franklin Senior Loan ETF worth $17.4K as of Q4 2025.
  • CIBC Private Wealth Group bought 35 Franklin Senior Loan ETF shares in Q4 2025, an estimated $830.
  • Franklin Senior Loan ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2217 holding.
  • CIBC Private Wealth Group first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

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