CIBC Private Wealth Group’s BioVie BIVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.27K	Hold	1,097	–	–	﹤0.01%	2873
2025 Q3	$2.08K	Buy	1,097 +1,001	+1,043%	+$4.05K	﹤0.01%	2723
2025 Q2	$891	Sell	96 -82	-46%	-$810	﹤0.01%	2776
2025 Q1	$1.26K	Hold	178	–	–	﹤0.01%	2778
2024 Q4	$4.21K	Hold	178	–	–	﹤0.01%	2531
2024 Q3	$2.14K	Hold	178	–	–	﹤0.01%	2790
2024 Q2	$7.13K	Hold	178	–	–	﹤0.01%	2409
2024 Q1	$9.98K	Hold	178	–	–	﹤0.01%	2274
2023 Q4	$22.4K	Hold	178	–	–	﹤0.01%	1121
2023 Q3	$60.7K	Buy	+178	New	+$69.6K	﹤0.01%	1047

Other funds holding BIVI

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

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

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIBC Private Wealth Group held its BioVie (BIVI) position steady in Q4 2025 at 1,097 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

CIBC Private Wealth Group first reported a position in BIVI in Q3 2023 and has held it in 10 quarters since. The position peaked at $60.7K in Q3 2023. 35 funds tracked by Wall St. Rank hold BIVI as of Q4 2025.

CIBC Private Wealth Group held 1,097 shares of BioVie worth $1.27K as of Q4 2025.
CIBC Private Wealth Group left its BioVie share count unchanged in Q4 2025.
BioVie made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2873 holding.
CIBC Private Wealth Group first reported a position in BioVie in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's BioVie position peaked at $60.7K in Q3 2023.
35 funds tracked by Wall St. Rank held BioVie as of Q4 2025.

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