CI Investments Inc
SF

CI Investments Inc’s Stifel SF Stock Holding History

CI Investments Inc’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Sell
7,148
-62
-0.9% -$4.62K ﹤0.01% 632
2026
Q1 		$533K Buy
7,210
+4
+0.1% +$318 ﹤0.01% 474
2025
Q4 		$602K Buy
7,206
+1,659
+30% +$133K ﹤0.01% 478
2025
Q3 		$420K Sell
5,547
-480
-8% -$35.9K ﹤0.01% 546
2025
Q2 		$417K Sell
6,027
-197
-3% -$12.1K ﹤0.01% 551
2025
Q1 		$391K Buy
6,224
+548
+10% +$38.6K ﹤0.01% 576
2024
Q4 		$401K Buy
5,676
+694
+14% +$49.5K ﹤0.01% 557
2024
Q3 		$312K Buy
4,982
+542
+12% +$30.9K ﹤0.01% 565
2024
Q2 		$249K Sell
4,440
-221
-5% -$11.7K ﹤0.01% 591
2024
Q1 		$243K Buy
4,661
+1,040
+29% +$51.2K ﹤0.01% 639
2023
Q4 		$167K Buy
3,621
+555
+18% +$22.8K ﹤0.01% 716
2023
Q3 		$126K Buy
3,066
+51
+2% +$2.15K ﹤0.01% 778
2023
Q2 		$120K Buy
3,015
+184
+6% +$7.18K ﹤0.01% 743
2023
Q1 		$112K Buy
2,831
+18
+0.6% +$757 ﹤0.01% 712
2022
Q4 		$109K Buy
2,813
+2,205
+363% +$87.2K ﹤0.01% 724
2022
Q3 		$21K Sell
608
-31
-5% -$1.22K ﹤0.01% 1026
2022
Q2 		$24K Sell
639
-489
-43% -$20.3K ﹤0.01% 946
2022
Q1 		$51K Hold
1,128
– – ﹤0.01% 956
2021
Q4 		$53K Sell
1,128
-219
-16% -$10.6K ﹤0.01% 998
2021
Q3 		$61K Buy
1,347
+106
+9% +$4.73K ﹤0.01% 949
2021
Q2 		$54K Buy
1,241
+467
+60% +$20.9K ﹤0.01% 954
2021
Q1 		$33K Hold
774
– – ﹤0.01% 931
2020
Q4 		$26K Buy
774
+266
+52% +$7.9K ﹤0.01% 901
2020
Q3 		$11K Buy
+508
New +$11.3K ﹤0.01% 908

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

CI Investments Inc reduced its Stifel (SF) stake by 0.86% in Q2 2026, selling an estimated $4.62K and leaving 7,148 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

CI Investments Inc first reported a position in SF in Q3 2020 and has held it in 24 quarters since. The position peaked at $602K in Q4 2025. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • CI Investments Inc held 7,148 shares of Stifel worth $499K as of Q2 2026.
  • CI Investments Inc sold 62 Stifel shares in Q2 2026, an estimated $4.62K.
  • Stifel made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #632 holding.
  • CI Investments Inc first reported a position in Stifel in Q3 2020 and has held it in 24 quarters since.
  • CI Investments Inc's Stifel position peaked at $602K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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