CIBC Private Wealth Group

CIBC Private Wealth Group’s Vertex VERX Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$3.89K	Sell	195 -120	-38%	-$2.6K	﹤0.01%	2678
2025 Q3	$7.81K	Sell	315 -17	-5%	-$492	﹤0.01%	2469
2025 Q2	$11.7K	Sell	332 -3	-0.9%	-$114	﹤0.01%	2194
2025 Q1	$11.8K	Buy	335 +140	+72%	+$6.39K	﹤0.01%	2185
2024 Q4	$10.3K	Hold	195	–	–	﹤0.01%	2256
2024 Q3	$7.51K	Sell	195 -125	-39%	-$4.61K	﹤0.01%	2482
2024 Q2	$11.5K	Hold	320	–	–	﹤0.01%	2239
2024 Q1	$10.3K	Buy	+320	New	+$8.63K	﹤0.01%	2263
2023 Q3	–	Sell	-14,240	Closed	-$278K	–	1131
2023 Q2	$278K	Hold	14,240	–	–	﹤0.01%	787
2023 Q1	$489K	Hold	14,240	–	–	﹤0.01%	713
2022 Q4	$207K	Buy	+14,240	New	+$228K	﹤0.01%	727
2022 Q2	–	Sell	-14,720	Closed	-$226K	–	1305
2022 Q1	$226K	Buy	+14,720	New	+$206K	﹤0.01%	929
2021 Q4	–	Sell	-14,220	Closed	-$273K	–	1047
2021 Q3	$273K	Hold	14,220	–	–	﹤0.01%	838
2021 Q2	$312K	Hold	14,220	–	–	﹤0.01%	885
2021 Q1	$313K	Buy	14,220 +2,835	+25%	+$88.5K	﹤0.01%	894
2020 Q4	$397K	Buy	+11,385	New	+$310K	﹤0.01%	817

Other funds holding VERX

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return