CAPTRUST Financial Advisors
IMAX icon

CAPTRUST Financial Advisors’s IMAX IMAX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$414K Buy
7,561
+1,722
+29% +$83.6K ﹤0.01% 2379
2026
Q2 		$233K Buy
+5,839
New +$224K ﹤0.01% 2777
2024
Q3 		– Sell
-47,139
Closed -$791K – 2326
2024
Q2 		$791K Buy
47,139
+108
+0.2% +$1.79K ﹤0.01% 1276
2024
Q1 		$760K Buy
47,031
+40,162
+585% +$610K ﹤0.01% 1274
2023
Q4 		$103K Buy
6,869
+1,026
+18% +$17.6K ﹤0.01% 2526
2023
Q3 		$113K Sell
5,843
-52,928
-90% -$975K ﹤0.01% 2419
2023
Q2 		$999K Buy
58,771
+50,310
+595% +$955K ﹤0.01% 1212
2023
Q1 		$162K Buy
+8,461
New +$146K ﹤0.01% 2093
2022
Q4 		– Sell
-66,257
Closed -$936K – 2120
2022
Q3 		$936K Sell
66,257
-37
-0.1% -$594 0.01% 944
2022
Q2 		$1.12M Sell
66,294
-1
-0% -$16 0.01% 783
2022
Q1 		$1.26M Sell
66,295
-380
-0.6% -$7.11K 0.01% 753
2021
Q4 		$1.19M Sell
66,675
-515
-0.8% -$9.9K 0.01% 741
2021
Q3 		$1.28M Buy
67,190
+2,615
+4% +$43.4K 0.01% 652
2021
Q2 		$1.39M Sell
64,575
-475
-0.7% -$10.2K 0.01% 606
2021
Q1 		$1.31M Buy
65,050
+235
+0.4% +$4.68K 0.01% 590
2020
Q4 		$1.17M Sell
64,815
-6,380
-9% -$87.9K 0.02% 568
2020
Q3 		$827K Sell
71,195
-50
-0.1% -$646 0.01% 568
2020
Q2 		$798K Buy
+71,245
New +$833K 0.01% 569
2019
Q4 		– Sell
-50
Closed -$1K – 1384
2019
Q3 		$1K Sell
50
-50
-50% -$1.06K ﹤0.01% 1864
2019
Q2 		$2K Hold
100
– – ﹤0.01% 1808
2019
Q1 		$2K Hold
100
– – ﹤0.01% 1689
2018
Q4 		$2K Buy
100
+50
+100% +$1.02K ﹤0.01% 1487
2018
Q3 		$1K Hold
50
– – ﹤0.01% 1519
2018
Q2 		$1K Sell
50
-106
-68% -$2.36K ﹤0.01% 1453
2018
Q1 		$3K Buy
156
+56
+56% +$1.16K ﹤0.01% 1204
2017
Q4 		$2K Buy
+100
New +$2.36K ﹤0.01% 1181

Other funds holding IMAX

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Axiom Investors
Axiom Investors Greenwich, Connecticut $14B AUM 51.58% 1-Year Est. Return

CAPTRUST Financial Advisors's IMAX Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its IMAX (IMAX) stake by 29% in Q3 2026, buying an estimated $83.6K and bringing the position to 7,561 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

CAPTRUST Financial Advisors first reported a position in IMAX in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.39M in Q2 2021. 186 funds tracked by Wall St. Rank hold IMAX as of Q3 2026.

  • CAPTRUST Financial Advisors held 7,561 shares of IMAX worth $414K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 1,722 IMAX shares in Q3 2026, an estimated $83.6K.
  • IMAX made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2379 holding.
  • CAPTRUST Financial Advisors first reported a position in IMAX in Q4 2017 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's IMAX position peaked at $1.39M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held IMAX as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.