CIBC Private Wealth Group
OXLC

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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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.