CIBC Private Wealth Group
IIIV icon

CIBC Private Wealth Group’s i3 Verticals IIIV Stock Holding History

CIBC Private Wealth Group’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$83K Buy
3,293
+28
+0.9% +$788 ﹤0.01% 1597
2025
Q3 		$106K Sell
3,265
-1,836
-36% -$55.3K ﹤0.01% 1460
2025
Q2 		$140K Buy
5,101
+305
+6% +$7.65K ﹤0.01% 1257
2025
Q1 		$109K Sell
4,796
-464
-9% -$11.8K ﹤0.01% 1322
2024
Q4 		$126K Buy
5,260
+1,809
+52% +$42.4K ﹤0.01% 1337
2024
Q3 		$73.5K Sell
3,451
-67,255
-95% -$1.51M ﹤0.01% 1626
2024
Q2 		$1.59M Sell
70,706
-273,851
-79% -$5.78M ﹤0.01% 579
2024
Q1 		$7.77M Buy
344,557
+99,117
+40% +$2.06M 0.02% 355
2023
Q4 		$5.2M Buy
245,440
+146,222
+147% +$2.93M 0.01% 384
2023
Q3 		$2.1M Buy
+99,218
New +$2.3M 0.01% 489

Other funds holding IIIV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

CIBC Private Wealth Group increased its i3 Verticals (IIIV) stake by 0.86% in Q4 2025, buying an estimated $788 and bringing the position to 3,293 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

CIBC Private Wealth Group first reported a position in IIIV in Q3 2023 and has held it in 10 quarters since. The position peaked at $7.77M in Q1 2024. 155 funds tracked by Wall St. Rank hold IIIV as of Q4 2025.

  • CIBC Private Wealth Group held 3,293 shares of i3 Verticals worth $83K as of Q4 2025.
  • CIBC Private Wealth Group bought 28 i3 Verticals shares in Q4 2025, an estimated $788.
  • i3 Verticals made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1597 holding.
  • CIBC Private Wealth Group first reported a position in i3 Verticals in Q3 2023 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's i3 Verticals position peaked at $7.77M in Q1 2024.
  • 155 funds tracked by Wall St. Rank held i3 Verticals as of Q4 2025.

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