CIBC Private Wealth Group
ULY

CIBC Private Wealth Group’s Urgent.ly ULY Stock Holding History

CIBC Private Wealth Group’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6 Hold
2
– – ﹤0.01% 3391
2025
Q3 		$6 Hold
2
– – ﹤0.01% 3077
2025
Q2 		$13 Hold
2
– – ﹤0.01% 3045
2025
Q1 		$8 Sell
2
-1
-33% -$6 ﹤0.01% 3057
2024
Q4 		$16 Sell
3
-9
-75% -$64 ﹤0.01% 2943
2024
Q3 		$100 Hold
12
– – ﹤0.01% 3055
2024
Q2 		$225 Buy
+12
New +$266 ﹤0.01% 3050

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

CIBC Private Wealth Group held its Urgent.ly (ULY) position steady in Q4 2025 at 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

CIBC Private Wealth Group first reported a position in ULY in Q2 2024 and has held it in 7 quarters since. The position peaked at $225 in Q2 2024. 20 funds tracked by Wall St. Rank hold ULY as of Q4 2025.

  • CIBC Private Wealth Group held 2 shares of Urgent.ly worth $6 as of Q4 2025.
  • CIBC Private Wealth Group left its Urgent.ly share count unchanged in Q4 2025.
  • Urgent.ly made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3391 holding.
  • CIBC Private Wealth Group first reported a position in Urgent.ly in Q2 2024 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's Urgent.ly position peaked at $225 in Q2 2024.
  • 20 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2025.

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