CI Investments Inc
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CI Investments Inc’s Broadridge BR Stock Holding History

CI Investments Inc’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$490K Buy
+3,579
New +$541K ﹤0.01% 636
2026
Q1 		– Sell
-1,023
Closed -$228K – 626
2025
Q4 		$228K Sell
1,023
-2,433
-70% -$555K ﹤0.01% 607
2025
Q3 		$823K Sell
3,456
-72
-2% -$17.9K ﹤0.01% 460
2025
Q2 		$857K Buy
3,528
+7
+0.2% +$1.66K ﹤0.01% 453
2025
Q1 		$854K Buy
3,521
+347
+11% +$81.7K ﹤0.01% 456
2024
Q4 		$718K Buy
3,174
+964
+44% +$216K ﹤0.01% 469
2024
Q3 		$475K Buy
2,210
+60
+3% +$12.5K ﹤0.01% 492
2024
Q2 		$424K Buy
2,150
+166
+8% +$32.9K ﹤0.01% 498
2024
Q1 		$406K Buy
1,984
+299
+18% +$60.3K ﹤0.01% 513
2023
Q4 		$347K Sell
1,685
-126
-7% -$23.2K ﹤0.01% 509
2023
Q3 		$324K Buy
1,811
+55
+3% +$9.74K ﹤0.01% 517
2023
Q2 		$291K Sell
1,756
-122
-6% -$18.5K ﹤0.01% 573
2023
Q1 		$275K Sell
1,878
-495
-21% -$70.8K ﹤0.01% 536
2022
Q4 		$318K Buy
2,373
+223
+10% +$31.7K ﹤0.01% 522
2022
Q3 		$310K Sell
2,150
-25,801
-92% -$4.19M ﹤0.01% 498
2022
Q2 		$3.98M Sell
27,951
-1,497
-5% -$217K 0.02% 295
2022
Q1 		$4.58M Buy
29,448
+4,603
+19% +$706K 0.02% 332
2021
Q4 		$4.54M Buy
24,845
+898
+4% +$158K 0.02% 342
2021
Q3 		$3.99M Sell
23,947
-29
-0.1% -$4.94K 0.01% 360
2021
Q2 		$3.87M Sell
23,976
-154
-0.6% -$24.6K 0.01% 369
2021
Q1 		$3.69M Sell
24,130
-3,081
-11% -$455K 0.02% 320
2020
Q4 		$4.17M Sell
27,211
-1,932
-7% -$280K 0.02% 309
2020
Q3 		$3.85M Sell
29,143
-2,455
-8% -$328K 0.02% 284
2020
Q2 		$3.99M Buy
31,598
+2,813
+10% +$326K 0.02% 275
2020
Q1 		$2.73M Buy
28,785
+27,535
+2,203% +$3.14M 0.02% 269
2019
Q4 		$154K Buy
1,250
+84
+7% +$10.3K ﹤0.01% 577
2019
Q3 		$145K Buy
+1,166
New +$150K ﹤0.01% 562

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

CI Investments Inc's BR Position: Q2 2026 in Review

CI Investments Inc opened a new position in Broadridge (BR) in Q2 2026: 3,579 shares worth $490K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in BR as recently as Q4 2025.

CI Investments Inc first reported a position in BR in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.58M in Q1 2022. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • CI Investments Inc held 3,579 shares of Broadridge worth $490K as of Q2 2026.
  • Broadridge was a new CI Investments Inc position in Q2 2026.
  • Broadridge made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #636 holding.
  • CI Investments Inc first reported a position in Broadridge in Q3 2019 and has held it in 27 quarters since.
  • CI Investments Inc's Broadridge position peaked at $4.58M in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.