CIBC Private Wealth Group’s Oxford Lane Capital OXLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,220	Closed	-$26.5K	–	3248
2025 Q1	$26.5K	Hold	1,220	–	–	﹤0.01%	1897
2024 Q4	$31.1K	Sell	1,220 -1,570	-56%	-$41.1K	﹤0.01%	1877
2024 Q3	$73.1K	Buy	2,790 +970	+53%	+$26.2K	﹤0.01%	1630
2024 Q2	$50.9K	Buy	1,820 +600	+49%	+$15.8K	﹤0.01%	1668
2024 Q1	$30.9K	Buy	+1,220	New	+$31.3K	﹤0.01%	1868
2022 Q4	–	Sell	-2,800	Closed	-$72K	–	921
2022 Q3	$72K	Buy	2,800 +400	+17%	+$12K	﹤0.01%	883
2022 Q2	$68K	Sell	2,400 -1,500	-38%	-$49.2K	﹤0.01%	947
2022 Q1	$141K	Buy	3,900 +800	+26%	+$30.8K	﹤0.01%	983
2021 Q4	$120K	Hold	3,100	–	–	﹤0.01%	992
2021 Q3	$112K	Hold	3,100	–	–	﹤0.01%	913
2021 Q2	$115K	Sell	3,100 -400	-11%	-$14K	﹤0.01%	1011
2021 Q1	$110K	Hold	3,500	–	–	﹤0.01%	1012
2020 Q4	$95K	Buy	+3,500	New	+$86.3K	﹤0.01%	962
2018 Q3	–	Sell	-1,500	Closed	-$78K	–	1479
2018 Q2	$78K	Hold	1,500	–	–	﹤0.01%	1076
2018 Q1	$76K	Hold	1,500	–	–	﹤0.01%	1077
2017 Q4	$75K	Buy	+1,500	New	+$77.3K	﹤0.01%	1086

Other funds holding OXLC

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

CIBC Private Wealth Group's OXLC Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 1,220 shares — an estimated $26.5K sold.

CIBC Private Wealth Group first reported a position in OXLC in Q4 2017 and held it in 16 quarters. The position peaked at $141K in Q1 2022. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

CIBC Private Wealth Group reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1,220 Oxford Lane Capital shares in Q2 2025, an estimated $26.5K.
CIBC Private Wealth Group first reported a position in Oxford Lane Capital in Q4 2017 and held it in 16 quarters.
CIBC Private Wealth Group's Oxford Lane Capital position peaked at $141K in Q1 2022.
149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.