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
2023
Q3 		– Sell
-155
Closed -$7K – 1302
2023
Q2 		$7K Buy
+155
New +$4.42K ﹤0.01% 1212

Other funds holding BAC

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.