CI INVESTMENTS INC.

Position in C — Citigroup Inc

CIK 1163648 TORONTO, Z4

Back to C Full portfolio

Position in C

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

Position Value

$170,908,235

+$40,321,157 QoQ

Shares Held

1,221,122

+6.0% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#128

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in C 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. C ranks #3 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	4,397,028	$250,542,655
2	JPM	Jpmorgan Chase & Co	741,663	$242,768,549
3	C	Citigroup Inc This page	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 C

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$170,908,235	1,221,122	+6.0%	Shares	Sole	2026-08-13
2026-03-31	$130,587,078	1,151,460	-2.2%	Shares	Sole	2026-05-13
2025-12-31	$137,358,249	1,177,121	-3.9%	Shares	Sole	2026-02-12
2025-09-30	$124,262,796	1,224,264	+295.3%	Shares	Sole	2025-11-12
2025-06-30	$26,363,196	309,718	-9.6%	Shares	Sole	2025-08-12
2025-03-31	$24,323,019	342,626	+33.0%	Shares	Sole	2025-05-13
2024-12-31	$18,134,505	257,629	+150.8%	Shares	Sole	2025-02-12
2024-09-30	$6,431,148	102,734	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$6,440,872	101,495	-9.7%	Shares	Sole	2024-08-12
2024-03-31	$7,104,824	112,347	-3.8%	Shares	Sole	2024-05-13
2023-12-31	$6,006,031	116,758	-27.7%	Shares	Sole	2024-02-12
2023-09-30	$6,645,497	161,573	+13.1%	Shares	Sole	2023-11-13
2023-06-30	$6,577,412	142,863	+4.6%	Shares	Sole	2023-08-11
2023-03-31	$6,406,486	136,628	-6.3%	Shares	Sole	2023-05-12
2022-12-31	$6,593,086	145,768	-44.0%	Shares	Sole	2023-02-10
2022-09-30	$10,854,076	260,477	+3026.2%	Shares	Sole	2022-11-14
2022-06-30	$383,188	8,332	-20.0%	Shares	Sole	2022-08-12
2022-03-31	$555,840	10,409	-99.7%	Shares	Sole	2022-05-12
2021-12-31	$180,391,814	2,987,114	-7.2%	Shares	Sole	2022-02-11
2021-09-30	$226,003,461	3,220,340	-19.8%	Shares	Sole	2021-11-12
2021-06-30	$284,218,598	4,017,224	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$299,443,219	4,116,058	+12.5%	Shares	Sole	2021-05-13
2020-12-31	$225,648,839	3,659,566	+34.2%	Shares	Sole	2021-02-09
2020-09-30	$117,558,728	2,726,948	+49.4%	Shares	Sole	2020-11-09
2020-06-30	$93,244,214	1,824,740	+238.3%	Shares	Sole	2020-08-07
2020-03-31	$22,720,875	539,432	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.