CI Investments Inc
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CI Investments Inc’s Block Inc XYZ Stock Holding History

CI Investments Inc’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
+2,747
New +$193K ﹤0.01% 740
2026
Q1 		– Sell
-6,446
Closed -$420K – 682
2025
Q4 		$420K Buy
6,446
+13
+0.2% +$897 ﹤0.01% 518
2025
Q3 		$465K Sell
6,433
-8,569
-57% -$641K ﹤0.01% 525
2025
Q2 		$1.02M Buy
15,002
+51
+0.3% +$2.97K ﹤0.01% 433
2025
Q1 		$812K Buy
14,951
+8,055
+117% +$601K ﹤0.01% 461
2024
Q4 		$586K Buy
6,896
+4,246
+160% +$348K ﹤0.01% 490
2024
Q3 		$178K Sell
2,650
-235
-8% -$15.2K ﹤0.01% 688
2024
Q2 		$186K Buy
2,885
+512
+22% +$35.8K ﹤0.01% 645
2024
Q1 		$201K Buy
2,373
+551
+30% +$39.9K ﹤0.01% 700
2023
Q4 		$141K Sell
1,822
-80
-4% -$4.52K ﹤0.01% 762
2023
Q3 		$84K Buy
1,902
+131
+7% +$8.11K ﹤0.01% 861
2023
Q2 		$118K Sell
1,771
-259
-13% -$16.2K ﹤0.01% 747
2023
Q1 		$139K Sell
2,030
-116
-5% -$8.68K ﹤0.01% 664
2022
Q4 		$135K Buy
2,146
+711
+50% +$43.9K ﹤0.01% 678
2022
Q3 		$79K Buy
1,435
+722
+101% +$51.1K ﹤0.01% 744
2022
Q2 		$44K Buy
713
+665
+1,385% +$60.8K ﹤0.01% 847
2022
Q1 		$7K Hold
48
– – ﹤0.01% 1110
2021
Q4 		$8K Sell
48
-216,379
-100% -$46.9M ﹤0.01% 1097
2021
Q3 		$51.9M Sell
216,427
-15,486
-7% -$3.98M 0.19% 128
2021
Q2 		$56.5M Buy
231,913
+229,663
+10,207% +$53.3M 0.21% 125
2021
Q1 		$511K Sell
2,250
-2,815
-56% -$658K ﹤0.01% 549
2020
Q4 		$1.1M Buy
5,065
+227
+5% +$44.3K ﹤0.01% 376
2020
Q3 		$786K Buy
+4,838
New +$683K ﹤0.01% 364
2019
Q2 		– Sell
-71,150
Closed -$5.33M – 345
2019
Q1 		$5.33M Buy
+71,150
New +$5.16M 0.03% 237
2016
Q3 		– Sell
-5,000
Closed -$45K – 229
2016
Q2 		$45K Hold
5,000
– – ﹤0.01% 192
2016
Q1 		$76K Hold
5,000
– – ﹤0.01% 174
2015
Q4 		$65K Buy
+5,000
New +$61.6K ﹤0.01% 170

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

CI Investments Inc opened a new position in Block Inc (XYZ) in Q2 2026: 2,747 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in XYZ as recently as Q4 2025.

CI Investments Inc first reported a position in XYZ in Q4 2015 and has held it in 27 quarters since. The position peaked at $56.5M in Q2 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • CI Investments Inc held 2,747 shares of Block Inc worth $209K as of Q2 2026.
  • Block Inc was a new CI Investments Inc position in Q2 2026.
  • Block Inc made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #740 holding.
  • CI Investments Inc first reported a position in Block Inc in Q4 2015 and has held it in 27 quarters since.
  • CI Investments Inc's Block Inc position peaked at $56.5M in Q2 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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