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CIBC World Markets’s BrightSpring Health Services BTSG Stock Holding History

CIBC World Markets’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 		$276K Buy
+7,364
New +$247K ﹤0.01% 994
2025
Q2 		$246K Sell
10,413
-1,741
-14% -$36.3K ﹤0.01% 1191
2025
Q1 		$220K Buy
+12,154
New +$239K ﹤0.01% 1417

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Markets's BTSG Position: Q4 2025 in Review

CIBC World Markets opened a new position in BrightSpring Health Services (BTSG) in Q4 2025: 7,364 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in BTSG as recently as Q2 2025.

CIBC World Markets first reported a position in BTSG in Q1 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold BTSG as of Q4 2025.

  • CIBC World Markets held 7,364 shares of BrightSpring Health Services worth $276K as of Q4 2025.
  • BrightSpring Health Services was a new CIBC World Markets position in Q4 2025.
  • BrightSpring Health Services made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #994 holding.
  • CIBC World Markets first reported a position in BrightSpring Health Services in Q1 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.