Position in WAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$466,567
+$57,550 QoQ
Shares Held
5,676
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 493 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAL 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. WAL ranks #17 (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 WAL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,567 | 5,676 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $409,017 | 5,773 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $430,186 | 5,117 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $391,627 | 4,516 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $410,642 | 5,266 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $406,584 | 5,292 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $407,508 | 4,878 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $390,329 | 4,513 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $285,893 | 4,551 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $234,807 | 3,658 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $206,054 | 3,132 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $116,396 | 2,532 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $90,664 | 2,486 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,691,764 | 75,739 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,064,185 | 135,396 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,854,389 | 134,688 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,758,739 | 194,883 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $46,750,730 | 564,486 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $26,405,360 | 245,289 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,299,160 | 94,644 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,528,534 | 124,163 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,720,980 | 18,223 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $161,505 | 2,694 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $43,224 | 1,367 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||