CIBC Private Wealth Group
PEO

CIBC Private Wealth Group’s Adams Natural Resources Fund PEO Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$176K Hold
8,091
– – ﹤0.01% 1250
2025
Q3 		$174K Hold
8,091
– – ﹤0.01% 1241
2025
Q2 		$173K Buy
+8,091
New +$167K ﹤0.01% 1181

Other funds holding PEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $2.84B AUM 30.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return

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

CIBC Private Wealth Group held its Adams Natural Resources Fund (PEO) position steady in Q4 2025 at 8,091 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

CIBC Private Wealth Group first reported a position in PEO in Q2 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold PEO as of Q4 2025.

  • CIBC Private Wealth Group held 8,091 shares of Adams Natural Resources Fund worth $176K as of Q4 2025.
  • CIBC Private Wealth Group left its Adams Natural Resources Fund share count unchanged in Q4 2025.
  • Adams Natural Resources Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1250 holding.
  • CIBC Private Wealth Group first reported a position in Adams Natural Resources Fund in Q2 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q4 2025.

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