Crestwood Advisors Group’s CGI GIB Stock Holding History

Crestwood Advisors Group’s Portfolio GIB Stock Details GIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278K	Sell	4,308 -667	-13%	-$45.5K	﹤0.01%	707
2026 Q1	$364K	Buy	4,975 +369	+8%	+$29.5K	0.01%	518
2025 Q4	$425K	Buy	4,606 +572	+14%	+$51K	0.01%	430
2025 Q3	$360K	Sell	4,034 -28	-0.7%	-$2.71K	0.01%	425
2025 Q2	$426K	Sell	4,062 -69	-2%	-$7.27K	0.01%	375
2025 Q1	$412K	Sell	4,131 -59	-1%	-$6.47K	0.01%	371
2024 Q4	$458K	Sell	4,190 -32	-0.8%	-$3.6K	0.01%	320
2024 Q3	$485K	Buy	4,222 +97	+2%	+$10.6K	0.01%	294
2024 Q2	$412K	Hold	4,125	–	–	0.01%	305
2024 Q1	$456K	Hold	4,125	–	–	0.01%	289
2023 Q4	$442K	Hold	4,125	–	–	0.01%	271
2023 Q3	$406K	Buy	4,125 +300	+8%	+$30.7K	0.01%	261
2023 Q2	$403K	Hold	3,825	–	–	0.01%	194
2023 Q1	$368K	Hold	3,825	–	–	0.01%	205
2022 Q4	$329K	Hold	3,825	–	–	0.01%	223
2022 Q3	$288K	Hold	3,825	–	–	0.01%	221
2022 Q2	$305K	Hold	3,825	–	–	0.01%	219
2022 Q1	$305K	Hold	3,825	–	–	0.01%	242
2021 Q4	$339K	Hold	3,825	–	–	0.01%	240
2021 Q3	$324K	Sell	3,825 -150	-4%	-$13.5K	0.01%	223
2021 Q2	$360K	Buy	+3,975	New	+$352K	0.01%	213

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Crestwood Advisors Group's GIB Position: Q2 2026 in Review

Crestwood Advisors Group reduced its CGI (GIB) stake by 13% in Q2 2026, selling an estimated $45.5K and leaving 4,308 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Crestwood Advisors Group first reported a position in GIB in Q2 2021 and has held it in 21 quarters since. The position peaked at $485K in Q3 2024. 327 funds tracked by Wall St. Rank hold GIB as of Q2 2026.

Crestwood Advisors Group held 4,308 shares of CGI worth $278K as of Q2 2026.
Crestwood Advisors Group sold 667 CGI shares in Q2 2026, an estimated $45.5K.
CGI made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #707 holding.
Crestwood Advisors Group first reported a position in CGI in Q2 2021 and has held it in 21 quarters since.
Crestwood Advisors Group's CGI position peaked at $485K in Q3 2024.
327 funds tracked by Wall St. Rank held CGI as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.