Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$498,715
-$34,248 QoQ
Shares Held
7,148
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#332
of 592 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CI INVESTMENTS INC. holds $195,415,706 across 16 Capital Markets names. SF ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112,548 | $113,827,670 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
1,094,106 | $29,912,858 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
156,475 | $15,691,313 | |
| 4 | MS |
Morgan Stanley
|
61,492 | $12,854,287 | |
| 5 | SCHW |
Schwab Charles Corp
|
95,338 | $8,796,837 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
52,646 | $4,582,307 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
85,927 | $4,294,631 | |
| 8 | PIPR |
Piper Sandler Companies
|
55,953 | $4,047,640 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,715 | 7,148 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $532,963 | 7,210 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $601,556 | 4,804 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $419,612 | 3,698 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $416,988 | 4,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $391,084 | 4,149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $401,406 | 3,784 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $311,841 | 3,321 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $249,084 | 2,960 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $242,874 | 3,107 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $166,928 | 2,414 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $125,583 | 2,044 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $119,936 | 2,010 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $111,502 | 1,887 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $109,443 | 1,875 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $21,023 | 405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,864 | 426 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,060 | 752 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $52,955 | 752 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $61,028 | 898 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $53,639 | 827 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $33,054 | 516 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,037 | 516 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $11,426 | 226 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||