CIBC Private Wealth Group’s Fidelity Value Factor ETF FVAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$9.51K	Buy	+132	New	+$9.32K	﹤0.01%	2439

Other funds holding FVAL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in Fidelity Value Factor ETF (FVAL) in Q4 2025: 132 shares worth $9.51K. The stake represents ﹤0.01% of the portfolio and ranks #2439 among its holdings.

145 funds tracked by Wall St. Rank hold FVAL as of Q4 2025.

CIBC Private Wealth Group held 132 shares of Fidelity Value Factor ETF worth $9.51K as of Q4 2025.
Fidelity Value Factor ETF was a new CIBC Private Wealth Group position in Q4 2025.
Fidelity Value Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2439 holding.
145 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q4 2025.

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