CIBC Bancorp USA’s Liberty All-Star Equity Fund USA Stock Holding History

CIBC Bancorp USA’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.8K	Hold	11,325	–	–	﹤0.01%	1883
2026 Q1	$62.9K	Buy	+11,325	New	+$67.7K	﹤0.01%	1710

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CIBC Bancorp USA held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 11,325 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

CIBC Bancorp USA first reported a position in USA in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold USA as of Q2 2026.

CIBC Bancorp USA held 11,325 shares of Liberty All-Star Equity Fund worth $65.8K as of Q2 2026.
CIBC Bancorp USA left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1883 holding.
CIBC Bancorp USA first reported a position in Liberty All-Star Equity Fund in Q1 2026 and has held it in 2 quarters since.
211 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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