CIBC Private Wealth Group
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CIBC Private Wealth Group’s Liberty All-Star Equity Fund USA Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$71.1K Hold
11,325
– – ﹤0.01% 1649
2025
Q3 		$71.8K Hold
11,325
– – ﹤0.01% 1634
2025
Q2 		$77.1K Hold
11,325
– – ﹤0.01% 1500
2025
Q1 		$67.3K Hold
11,325
– – ﹤0.01% 1519
2024
Q4 		$79.7K Hold
11,325
– – ﹤0.01% 1505
2024
Q3 		$80.4K Hold
11,325
– – ﹤0.01% 1584
2024
Q2 		$78K Hold
11,325
– – ﹤0.01% 1493
2024
Q1 		$81K Hold
11,325
– – ﹤0.01% 1483
2023
Q4 		$72.3K Sell
11,325
-9,100
-45% -$55.3K ﹤0.01% 1106
2023
Q3 		$121K Buy
+20,425
New +$130K ﹤0.01% 1028

Other funds holding USA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CIBC Private Wealth Group held its Liberty All-Star Equity Fund (USA) position steady in Q4 2025 at 11,325 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

CIBC Private Wealth Group first reported a position in USA in Q3 2023 and has held it in 10 quarters since. The position peaked at $121K in Q3 2023. 227 funds tracked by Wall St. Rank hold USA as of Q4 2025.

  • CIBC Private Wealth Group held 11,325 shares of Liberty All-Star Equity Fund worth $71.1K as of Q4 2025.
  • CIBC Private Wealth Group left its Liberty All-Star Equity Fund share count unchanged in Q4 2025.
  • Liberty All-Star Equity Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1649 holding.
  • CIBC Private Wealth Group first reported a position in Liberty All-Star Equity Fund in Q3 2023 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's Liberty All-Star Equity Fund position peaked at $121K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2025.

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