Charles Schwab
BGSI

Charles Schwab’s Boyd Group Services BGSI Stock Holding History

Charles Schwab’s Portfolio BGSI Stock Details BGSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.67M Buy
75,952
+2,599
+4% +$418K ﹤0.01% 2115
2025
Q4 		$11.7M Buy
+73,353
New +$11.8M ﹤0.01% 2056

Other funds holding BGSI

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Charles Schwab's BGSI Position: Q1 2026 in Review

Charles Schwab increased its Boyd Group Services (BGSI) stake by 3.5% in Q1 2026, buying an estimated $418K and bringing the position to 75,952 shares worth $9.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Charles Schwab first reported a position in BGSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.7M in Q4 2025. 119 funds tracked by Wall St. Rank hold BGSI as of Q1 2026.

  • Charles Schwab held 75,952 shares of Boyd Group Services worth $9.67M as of Q1 2026.
  • Charles Schwab bought 2,599 Boyd Group Services shares in Q1 2026, an estimated $418K.
  • Boyd Group Services made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2115 holding.
  • Charles Schwab first reported a position in Boyd Group Services in Q4 2025 and has held it in 2 quarters since.
  • Charles Schwab's Boyd Group Services position peaked at $11.7M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Boyd Group Services as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.