Balboa Wealth Partners
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Balboa Wealth Partners’s Celestica CLS Stock Holding History

Balboa Wealth Partners’s Portfolio CLS Stock Details CLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$369K Buy
1,020
+19
+2% +$6.28K 0.05% 285
2026
Q2 		$365K Buy
1,001
+109
+12% +$40.9K 0.05% 296
2026
Q1 		$251K Buy
892
+51
+6% +$14.8K 0.04% 344
2025
Q4 		$249K Buy
+841
New +$253K 0.04% 334

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Balboa Wealth Partners's CLS Position: Q3 2026 in Review

Balboa Wealth Partners increased its Celestica (CLS) stake by 1.9% in Q3 2026, buying an estimated $6.28K and bringing the position to 1,020 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #285.

Balboa Wealth Partners first reported a position in CLS in Q4 2025 and has held it in 4 quarters since. 632 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • Balboa Wealth Partners held 1,020 shares of Celestica worth $369K as of Q3 2026.
  • Balboa Wealth Partners bought 19 Celestica shares in Q3 2026, an estimated $6.28K.
  • Celestica made up 0.05% of Balboa Wealth Partners's portfolio in Q3 2026, its #285 holding.
  • Balboa Wealth Partners first reported a position in Celestica in Q4 2025 and has held it in 4 quarters since.
  • 632 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.