CIBC Private Wealth Group’s Olo Inc OLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22,875	Closed	-$204K	–	3246
2025 Q2	$204K	Buy	+22,875	New	+$177K	﹤0.01%	1125
2022 Q2	–	Sell	-660	Closed	-$9K	–	1268
2022 Q1	$9K	Buy	+660	New	+$10.2K	﹤0.01%	1149

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CIBC Private Wealth Group's OLO Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 22,875 shares — an estimated $204K sold.

CIBC Private Wealth Group first reported a position in OLO in Q1 2022 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

CIBC Private Wealth Group reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 22,875 Olo Inc shares in Q3 2025, an estimated $204K.
CIBC Private Wealth Group first reported a position in Olo Inc in Q1 2022 and held it in 2 quarters.
CIBC Private Wealth Group's Olo Inc position peaked at $204K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.