CIBC Private Wealth Group’s Tiptree Inc TIPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$19	–	3531
2025 Q3	$19	Buy	+1	New	+$22	﹤0.01%	3049

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Tiptree Inc (TIPT) in Q4 2025, closing a stake of 1 share — an estimated $19 sold.

CIBC Private Wealth Group first reported a position in TIPT in Q3 2025 and held it in 1 quarter. The position peaked at $19 in Q3 2025. 139 funds tracked by Wall St. Rank hold TIPT as of Q4 2025.

CIBC Private Wealth Group reported no remaining Tiptree Inc position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1 Tiptree Inc share in Q4 2025, an estimated $19.
CIBC Private Wealth Group first reported a position in Tiptree Inc in Q3 2025 and held it in 1 quarter.
CIBC Private Wealth Group's Tiptree Inc position peaked at $19 in Q3 2025.
139 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2025.

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