CIBC Private Wealth Group
GKAT

CIBC Private Wealth Group’s Scharf Global Opportunity ETF GKAT Stock Holding History

CIBC Private Wealth Group’s Portfolio GKAT Stock Details GKAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$68.5K Hold
1,674
– – ﹤0.01% 1659
2025
Q3 		$66.8K Buy
+1,674
New +$65.6K ﹤0.01% 1663

Other funds holding GKAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIBC Private Wealth Group held its Scharf Global Opportunity ETF (GKAT) position steady in Q4 2025 at 1,674 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

CIBC Private Wealth Group first reported a position in GKAT in Q3 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold GKAT as of Q4 2025.

  • CIBC Private Wealth Group held 1,674 shares of Scharf Global Opportunity ETF worth $68.5K as of Q4 2025.
  • CIBC Private Wealth Group left its Scharf Global Opportunity ETF share count unchanged in Q4 2025.
  • Scharf Global Opportunity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1659 holding.
  • CIBC Private Wealth Group first reported a position in Scharf Global Opportunity ETF in Q3 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Scharf Global Opportunity ETF as of Q4 2025.

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