CI Investments Inc
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CI Investments Inc’s Bank of America BAC Stock Holding History

CI Investments Inc’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208M Sell
4,272,260
-123,666
-3% -$6.38M 1.01% 19
2025
Q4 		$242M Buy
4,395,926
+743,949
+20% +$39.3M 1.06% 19
2025
Q3 		$188M Sell
3,651,977
-58,206
-2% -$2.84M 0.68% 25
2025
Q2 		$176M Sell
3,710,183
-120,290
-3% -$5.06M 0.66% 28
2025
Q1 		$160M Buy
3,830,473
+38,471
+1% +$1.71M 0.67% 28
2024
Q4 		$167M Sell
3,792,002
-405,718
-10% -$17.9M 0.63% 27
2024
Q3 		$167M Buy
4,197,720
+44,949
+1% +$1.8M 0.63% 25
2024
Q2 		$165M Sell
4,152,771
-966,157
-19% -$37M 0.65% 23
2024
Q1 		$194M Sell
5,118,928
-1,705,952
-25% -$58.6M 0.77% 23
2023
Q4 		$230M Sell
6,824,880
-832,372
-11% -$24.2M 1.19% 18
2023
Q3 		$210M Sell
7,657,252
-116,731
-2% -$3.45M 1.17% 21
2023
Q2 		$223M Sell
7,773,983
-689,798
-8% -$19.7M 1.13% 22
2023
Q1 		$242M Sell
8,463,781
-419,587
-5% -$13.9M 1.22% 19
2022
Q4 		$294M Buy
8,883,368
+2,087,559
+31% +$71.9M 1.49% 12
2022
Q3 		$205M Buy
6,795,809
+811,926
+14% +$27.1M 1.06% 20
2022
Q2 		$186M Buy
5,983,883
+3,705,421
+163% +$133M 0.87% 25
2022
Q1 		$93.9M Sell
2,278,462
-422,670
-16% -$19.1M 0.35% 84
2021
Q4 		$120M Sell
2,701,132
-730,970
-21% -$33.3M 0.41% 70
2021
Q3 		$146M Sell
3,432,102
-24,139
-0.7% -$972K 0.54% 53
2021
Q2 		$143M Buy
3,456,241
+1,517,762
+78% +$62.2M 0.52% 54
2021
Q1 		$75M Sell
1,938,479
-1,110,145
-36% -$38.3M 0.32% 93
2020
Q4 		$92.4M Sell
3,048,624
-828,271
-21% -$22.2M 0.41% 74
2020
Q3 		$93.4M Sell
3,876,895
-15,499
-0.4% -$386K 0.46% 60
2020
Q2 		$92.4M Buy
3,892,394
+412,590
+12% +$9.75M 0.49% 62
2020
Q1 		$73.9M Buy
3,479,804
+334,004
+11% +$10M 0.45% 67
2019
Q4 		$111M Sell
3,145,800
-2,806,677
-47% -$90.7M 0.56% 57
2019
Q3 		$174M Buy
5,952,477
+1,160,948
+24% +$33.4M 0.9% 31
2019
Q2 		$139M Sell
4,791,529
-390,600
-8% -$11.3M 0.77% 40
2019
Q1 		$143M Buy
5,182,129
+1,124,525
+28% +$31.8M 0.8% 41
2018
Q4 		$100M Sell
4,057,604
-1,782,893
-31% -$48.4M 0.65% 53
2018
Q3 		$172M Buy
5,840,497
+3,665,300
+169% +$112M 1.29% 15
2018
Q2 		$61.3M Buy
2,175,197
+856,529
+65% +$25.6M 0.48% 63
2018
Q1 		$39.5M Sell
1,318,668
-1,821,008
-58% -$57.2M 0.46% 70
2017
Q4 		$92.7M Sell
3,139,676
-2,495,175
-44% -$68.8M 0.95% 35
2017
Q3 		$143M Buy
5,634,851
+2,435,800
+76% +$59.1M 1.39% 22
2017
Q2 		$77.6M Sell
3,199,051
-3,324,786
-51% -$77.5M 0.84% 39
2017
Q1 		$154M Buy
6,523,837
+756,738
+13% +$18M 1.75% 15
2016
Q4 		$127M Buy
5,767,099
+5,764,699
+240,196% +$111M 1.4% 18
2016
Q3 		$38K Buy
+2,400
New +$35.7K ﹤0.01% 207

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CI Investments Inc's BAC Position: Q1 2026 in Review

CI Investments Inc reduced its Bank of America (BAC) stake by 2.8% in Q1 2026, selling an estimated $6.38M and leaving 4,272,260 shares worth $208M. The position accounts for 1.01% of the portfolio, ranked #19.

CI Investments Inc first reported a position in BAC in Q3 2016 and has held it in 39 quarters since. The position peaked at $294M in Q4 2022. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • CI Investments Inc held 4,272,260 shares of Bank of America worth $208M as of Q1 2026.
  • CI Investments Inc sold 123,666 Bank of America shares in Q1 2026, an estimated $6.38M.
  • Bank of America made up 1.01% of CI Investments Inc's portfolio in Q1 2026, its #19 holding.
  • CI Investments Inc first reported a position in Bank of America in Q3 2016 and has held it in 39 quarters since.
  • CI Investments Inc's Bank of America position peaked at $294M in Q4 2022.
  • 3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.