CIBC Private Wealth Group
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Vertex (VERX) stake by 38% in Q4 2025, selling an estimated $2.6K and leaving 195 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

CIBC Private Wealth Group first reported a position in VERX in Q4 2020 and has held it in 16 quarters since. The position peaked at $489K in Q1 2023. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • CIBC Private Wealth Group held 195 shares of Vertex worth $3.89K as of Q4 2025.
  • CIBC Private Wealth Group sold 120 Vertex shares in Q4 2025, an estimated $2.6K.
  • Vertex made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2678 holding.
  • CIBC Private Wealth Group first reported a position in Vertex in Q4 2020 and has held it in 16 quarters since.
  • CIBC Private Wealth Group's Vertex position peaked at $489K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

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