Position in SSB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$479,420
+$34,214 QoQ
Shares Held
4,799
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#318
of 549 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CI INVESTMENTS INC. holds $89,389,116 across 19 Banks - Regional names. SSB ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
2,294,373 | $30,652,823 | |
| 2 | BAP |
Credicorp Ltd
|
47,538 | $18,519,854 | |
| 3 | OZK |
Bank OZK
|
163,780 | $8,531,300 | |
| 4 | AX |
Axos Financial, Inc.
|
76,417 | $7,442,251 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
80,934 | $5,671,045 | |
| 6 | EWBC |
East West Bancorp Inc
|
28,351 | $3,659,830 | |
| 7 | FITB |
Fifth Third Bancorp
|
49,857 | $2,810,439 | |
| 8 | USB |
US Bancorp \De\
|
42,429 | $2,562,711 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,420 | 4,799 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $445,206 | 4,812 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $456,715 | 4,853 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $69,604 | 704 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||