CI INVESTMENTS INC.

Position in BAC — Bank Of America Corp /De/

CIK 1163648 TORONTO, Z4

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Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$250,542,655

+$42,269,980 QoQ

Shares Held

4,397,028

+2.9% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#124

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

CI INVESTMENTS INC. holds $673,498,816 across 5 Banks - Diversified names. BAC ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	4,397,028	$250,542,655
2	JPM	Jpmorgan Chase & Co	741,663	$242,768,549
3	C	Citigroup Inc	1,221,122	$170,908,235
4	WFC	Wells Fargo & Company/Mn	79,893	$6,602,357
5	BNY	Bank of New York Mellon Corp	18,512	$2,677,020

All Filings in BAC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,542,655	4,397,028	+2.9%	Shares	Sole	2026-08-13
2026-03-31	$208,272,675	4,272,260	-2.8%	Shares	Sole	2026-05-13
2025-12-31	$241,775,930	4,395,926	+20.4%	Shares	Sole	2026-02-12
2025-09-30	$188,405,493	3,651,977	-1.6%	Shares	Sole	2025-11-12
2025-06-30	$175,565,859	3,710,183	-3.1%	Shares	Sole	2025-08-12
2025-03-31	$159,845,638	3,830,473	+1.0%	Shares	Sole	2025-05-13
2024-12-31	$166,658,487	3,792,002	-9.7%	Shares	Sole	2025-02-12
2024-09-30	$166,565,529	4,197,720	+1.1%	Shares	Sole	2024-11-12
2024-06-30	$165,155,702	4,152,771	-18.9%	Shares	Sole	2024-08-12
2024-03-31	$194,109,749	5,118,928	-25.0%	Shares	Sole	2024-05-13
2023-12-31	$229,793,709	6,824,880	-10.9%	Shares	Sole	2024-02-12
2023-09-30	$209,655,559	7,657,252	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$223,035,572	7,773,983	-8.1%	Shares	Sole	2023-08-11
2023-03-31	$242,064,136	8,463,781	-4.7%	Shares	Sole	2023-05-12
2022-12-31	$294,217,148	8,883,368	+30.7%	Shares	Sole	2023-02-10
2022-09-30	$205,233,431	6,795,809	+13.6%	Shares	Sole	2022-11-14
2022-06-30	$186,278,277	5,983,883	+162.6%	Shares	Sole	2022-08-12
2022-03-31	$93,918,203	2,278,462	-15.6%	Shares	Sole	2022-05-12
2021-12-31	$120,173,362	2,701,132	-21.3%	Shares	Sole	2022-02-11
2021-09-30	$145,692,729	3,432,102	-0.7%	Shares	Sole	2021-11-12
2021-06-30	$142,500,816	3,456,241	+78.3%	Shares	Sole	2021-08-13
2021-03-31	$74,999,752	1,938,479	-36.4%	Shares	Sole	2021-05-13
2020-12-31	$92,403,793	3,048,624	-21.4%	Shares	Sole	2021-02-09
2020-09-30	$93,394,400	3,876,895	-0.4%	Shares	Sole	2020-11-09
2020-06-30	$92,444,357	3,892,394	+11.9%	Shares	Sole	2020-08-07
2020-03-31	$73,876,238	3,479,804	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.