CIBC Private Wealth Group
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CIBC Private Wealth Group’s Everest Group EG Stock Holding History

CIBC Private Wealth Group’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$809K Sell
2,383
-578
-20% -$191K ﹤0.01% 751
2025
Q3 		$1.04M Buy
2,961
+373
+14% +$126K ﹤0.01% 688
2025
Q2 		$880K Buy
2,588
+24
+0.9% +$8.28K ﹤0.01% 690
2025
Q1 		$851K Buy
2,564
+81
+3% +$28.6K ﹤0.01% 677
2024
Q4 		$915K Sell
2,483
-135
-5% -$50.6K ﹤0.01% 711
2024
Q3 		$1.03M Buy
2,618
+200
+8% +$76.2K ﹤0.01% 685
2024
Q2 		$902K Sell
2,418
-2
-0.1% -$756 ﹤0.01% 681
2024
Q1 		$963K Sell
2,420
-11
-0.5% -$4.12K ﹤0.01% 680
2023
Q4 		$860K Buy
2,431
+65
+3% +$25.2K ﹤0.01% 664
2023
Q3 		$879K Buy
+2,366
New +$859K ﹤0.01% 634
2022
Q3 		– Sell
-564
Closed -$158K – 983
2022
Q2 		$158K Sell
564
-30
-5% -$8.48K ﹤0.01% 899
2022
Q1 		$179K Buy
+594
New +$171K ﹤0.01% 962
2020
Q4 		– Sell
-4,151
Closed -$855K – 984
2020
Q3 		$855K Buy
+4,151
New +$889K ﹤0.01% 587
2020
Q2 		– Sell
-4,651
Closed -$895K – 652
2020
Q1 		$895K Buy
+4,651
New +$1.19M ﹤0.01% 524
2017
Q4 		– Sell
-1,000
Closed -$228K – 1940
2017
Q3 		$228K Buy
+1,000
New +$252K ﹤0.01% 884

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Everest Group (EG) stake by 20% in Q4 2025, selling an estimated $191K and leaving 2,383 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

CIBC Private Wealth Group first reported a position in EG in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2025. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • CIBC Private Wealth Group held 2,383 shares of Everest Group worth $809K as of Q4 2025.
  • CIBC Private Wealth Group sold 578 Everest Group shares in Q4 2025, an estimated $191K.
  • Everest Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #751 holding.
  • CIBC Private Wealth Group first reported a position in Everest Group in Q3 2017 and has held it in 15 quarters since.
  • CIBC Private Wealth Group's Everest Group position peaked at $1.04M in Q3 2025.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

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