CIBC Bancorp USA’s Vertex VERX Stock Holding History

CIBC Bancorp USA’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,054,021	Closed	-$12.1M	–	2353
2026 Q2	$12.1M	Buy	1,054,021 +488	+0%	+$6.09K	0.01%	510
2026 Q1	$12.5M	Buy	+1,053,533	New	+$16.4M	0.02%	449

Other funds holding VERX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $417M AUM 80.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

CIBC Bancorp USA's VERX Position: Q3 2026 in Review

CIBC Bancorp USA sold out of Vertex (VERX) in Q3 2026, closing a stake of 1,054,021 shares — an estimated $12.1M sold.

CIBC Bancorp USA first reported a position in VERX in Q1 2026 and held it in 2 quarters. The position peaked at $12.5M in Q1 2026. 163 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

CIBC Bancorp USA reported no remaining Vertex position as of Q3 2026 after selling out during the quarter.
CIBC Bancorp USA sold 1,054,021 Vertex shares in Q3 2026, an estimated $12.1M.
CIBC Bancorp USA first reported a position in Vertex in Q1 2026 and held it in 2 quarters.
CIBC Bancorp USA's Vertex position peaked at $12.5M in Q1 2026.
163 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on CIBC Bancorp USA's 13F filing for Q3 2026, filed 13 Nov 2026.