CBU
PEO

CIBC Bancorp USA’s Adams Natural Resources Fund PEO Stock Holding History

CIBC Bancorp USA’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Hold
8,091
– – ﹤0.01% 1789
2026
Q1 		$225K Buy
+8,091
New +$205K ﹤0.01% 1556

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

CIBC Bancorp USA's PEO Position: Q2 2026 in Review

CIBC Bancorp USA held its Adams Natural Resources Fund (PEO) position steady in Q2 2026 at 8,091 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

CIBC Bancorp USA first reported a position in PEO in Q1 2026 and has held it in 2 quarters since. The position peaked at $225K in Q1 2026. 92 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • CIBC Bancorp USA held 8,091 shares of Adams Natural Resources Fund worth $200K as of Q2 2026.
  • CIBC Bancorp USA left its Adams Natural Resources Fund share count unchanged in Q2 2026.
  • Adams Natural Resources Fund made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1789 holding.
  • CIBC Bancorp USA first reported a position in Adams Natural Resources Fund in Q1 2026 and has held it in 2 quarters since.
  • CIBC Bancorp USA's Adams Natural Resources Fund position peaked at $225K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.