EWA
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EverSource Wealth Advisors’s CGI GIB Stock Holding History

EverSource Wealth Advisors’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 		$55.9K Sell
865
-469
-35% -$32K ﹤0.01% 1714
2026
Q1 		$97.5K Buy
1,334
+237
+22% +$18.9K ﹤0.01% 1439
2025
Q4 		$101K Sell
1,097
-36
-3% -$3.21K ﹤0.01% 1304
2025
Q3 		$101K Sell
1,133
-319
-22% -$30.9K ﹤0.01% 1270
2025
Q2 		$152K Buy
1,452
+505
+53% +$53.2K 0.01% 989
2025
Q1 		$94.5K Buy
947
+47
+5% +$5.15K 0.01% 932
2024
Q4 		$98.4K Sell
900
-88
-9% -$9.89K 0.01% 903
2024
Q3 		$114K Sell
988
-1,067
-52% -$117K 0.01% 757
2024
Q2 		$234K Buy
2,055
+173
+9% +$17.8K 0.02% 506
2024
Q1 		$190K Sell
1,882
-96
-5% -$10.7K 0.02% 505
2023
Q4 		$212K Buy
1,978
+579
+41% +$58.7K 0.02% 421
2023
Q3 		$138K Sell
1,399
-7
-0.5% -$715 0.01% 483
2023
Q2 		$148K Buy
1,406
+223
+19% +$22.7K 0.02% 461
2023
Q1 		$114K Buy
1,183
+57
+5% +$5.12K 0.01% 503
2022
Q4 		$97K Buy
1,126
+162
+17% +$13.3K 0.01% 519
2022
Q3 		$72K Buy
964
+64
+7% +$5.22K 0.02% 535
2022
Q2 		$72K Buy
900
+829
+1,168% +$66.9K 0.02% 487
2022
Q1 		$6K Buy
71
+48
+209% +$3.99K ﹤0.01% 1177
2021
Q4 		$2K Buy
+23
New +$2.02K ﹤0.01% 1543

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
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

EverSource Wealth Advisors's GIB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CGI (GIB) stake by 35% in Q2 2026, selling an estimated $32K and leaving 865 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

EverSource Wealth Advisors first reported a position in GIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $234K in Q2 2024. 327 funds tracked by Wall St. Rank hold GIB as of Q2 2026.

  • EverSource Wealth Advisors held 865 shares of CGI worth $55.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 469 CGI shares in Q2 2026, an estimated $32K.
  • CGI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1714 holding.
  • EverSource Wealth Advisors first reported a position in CGI in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CGI position peaked at $234K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held CGI as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.