Caldwell Investment Management’s CGI GIB Stock Holding History

Caldwell Investment Management’s Portfolio GIB Stock Details GIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$833K	Hold	12,910	–	–	0.55%	27
2026 Q1	$937K	Hold	12,910	–	–	0.37%	43
2025 Q4	$1.2M	Hold	12,910	–	–	0.74%	22
2025 Q3	$1.15M	Hold	12,910	–	–	0.75%	23
2025 Q2	$1.35M	Hold	12,910	–	–	1.17%	17
2025 Q1	$1.26M	Hold	12,910	–	–	0.94%	22
2024 Q4	$1.41M	Hold	12,910	–	–	0.95%	26
2024 Q3	$1.47M	Hold	12,910	–	–	1.03%	21
2024 Q2	$1.29M	Hold	12,910	–	–	0.97%	25
2024 Q1	$1.42M	Hold	12,910	–	–	1.06%	23
2023 Q4	$1.39M	Hold	12,910	–	–	1.07%	24
2023 Q3	$1.27M	Sell	12,910 -65,802	-84%	-$6.72M	1.24%	18
2023 Q2	$8.17M	Sell	78,712 -25,000	-24%	-$2.55M	6.18%	8
2023 Q1	$9.99M	Hold	103,712	–	–	9.9%	5
2022 Q4	$8.96M	Hold	103,712	–	–	9.46%	5
2022 Q3	$7.82M	Sell	103,712 -1,300	-1%	-$106K	9.51%	5
2022 Q2	$10.8M	Buy	105,012 +82,602	+369%	+$6.67M	10.81%	3
2022 Q1	$1.81M	Hold	22,410	–	–	1.43%	14
2021 Q4	$1.99M	Buy	+22,410	New	+$1.96M	1.56%	14

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Caldwell Investment Management's GIB Position: Q2 2026 in Review

Caldwell Investment Management held its CGI (GIB) position steady in Q2 2026 at 12,910 shares worth $833K. The position accounts for 0.55% of the portfolio, ranked #27.

Caldwell Investment Management first reported a position in GIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q2 2022. 325 funds tracked by Wall St. Rank hold GIB as of Q2 2026.

Caldwell Investment Management held 12,910 shares of CGI worth $833K as of Q2 2026.
Caldwell Investment Management left its CGI share count unchanged in Q2 2026.
CGI made up 0.55% of Caldwell Investment Management's portfolio in Q2 2026, its #27 holding.
Caldwell Investment Management first reported a position in CGI in Q4 2021 and has held it in 19 quarters since.
Caldwell Investment Management's CGI position peaked at $10.8M in Q2 2022.
325 funds tracked by Wall St. Rank held CGI as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.