CI Investments Inc
IBKR icon

CI Investments Inc’s Interactive Brokers IBKR Stock Holding History

CI Investments Inc’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.58M Buy
52,646
+37,837
+256% +$3.15M 0.01% 361
2026
Q1 		$993K Buy
14,809
+4,985
+51% +$356K ﹤0.01% 435
2025
Q4 		$632K Buy
9,824
+7,922
+417% +$530K ﹤0.01% 474
2025
Q3 		$131K Sell
1,902
-39
-2% -$2.45K ﹤0.01% 816
2025
Q2 		$108K Buy
1,941
+129
+7% +$6.12K ﹤0.01% 892
2025
Q1 		$75K Sell
1,812
-232
-11% -$11.5K ﹤0.01% 984
2024
Q4 		$90K Sell
2,044
-1,204
-37% -$50.7K ﹤0.01% 957
2024
Q3 		$113K Buy
3,248
+224
+7% +$6.94K ﹤0.01% 822
2024
Q2 		$93K Buy
3,024
+336
+13% +$10K ﹤0.01% 835
2024
Q1 		$75K Buy
2,688
+432
+19% +$10.8K ﹤0.01% 946
2023
Q4 		$47K Sell
2,256
-1,604
-42% -$32.8K ﹤0.01% 994
2023
Q3 		$84K Buy
3,860
+72
+2% +$1.6K ﹤0.01% 859
2023
Q2 		$79K Buy
3,788
+16
+0.4% +$316 ﹤0.01% 837
2023
Q1 		$78K Buy
3,772
+20
+0.5% +$407 ﹤0.01% 795
2022
Q4 		$68K Buy
3,752
+2,616
+230% +$48.9K ﹤0.01% 845
2022
Q3 		$18K Buy
1,136
+424
+60% +$6.53K ﹤0.01% 1046
2022
Q2 		$10K Sell
712
-500
-41% -$7.42K ﹤0.01% 1038
2022
Q1 		$20K Hold
1,212
– – ﹤0.01% 1050
2021
Q4 		$24K Sell
1,212
-484
-29% -$9.01K ﹤0.01% 1072
2021
Q3 		$26K Buy
1,696
+156
+10% +$2.46K ﹤0.01% 1031
2021
Q2 		$25K Buy
1,540
+580
+60% +$10K ﹤0.01% 1007
2021
Q1 		$18K Hold
960
– – ﹤0.01% 970
2020
Q4 		$15K Buy
960
+64
+7% +$848 ﹤0.01% 937
2020
Q3 		$11K Buy
+896
New +$11.2K ﹤0.01% 907

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

CI Investments Inc increased its Interactive Brokers (IBKR) stake by 256% in Q2 2026, buying an estimated $3.15M and bringing the position to 52,646 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #361.

CI Investments Inc first reported a position in IBKR in Q3 2020 and has held it in 24 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • CI Investments Inc held 52,646 shares of Interactive Brokers worth $4.58M as of Q2 2026.
  • CI Investments Inc bought 37,837 Interactive Brokers shares in Q2 2026, an estimated $3.15M.
  • Interactive Brokers made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #361 holding.
  • CI Investments Inc first reported a position in Interactive Brokers in Q3 2020 and has held it in 24 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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