Independent Financial Group’s Celestica CLS Stock Holding History

Independent Financial Group’s Portfolio CLS Stock Details CLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.52M	Buy	15,143 +4,524	+43%	+$1.7M	0.1%	198
2026 Q1	$2.99M	Buy	10,619 +3,691	+53%	+$1.07M	0.07%	301
2025 Q4	$2.05M	Buy	6,928 +5,820	+525%	+$1.75M	0.05%	386
2025 Q3	$273K	Sell	1,108 -312	-22%	-$62.9K	0.01%	1135
2025 Q2	$221K	Buy	+1,420	New	+$151K	0.01%	1180
2025 Q1	–	Sell	-10,384	Closed	-$958K	–	1194
2024 Q4	$958K	Buy	+10,384	New	+$812K	0.03%	492
2024 Q2	–	Sell	-9,330	Closed	-$419K	–	1099
2024 Q1	$419K	Buy	+9,330	New	+$354K	0.02%	647

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Independent Financial Group's CLS Position: Q2 2026 in Review

Independent Financial Group increased its Celestica (CLS) stake by 43% in Q2 2026, buying an estimated $1.7M and bringing the position to 15,143 shares worth $5.52M. The position accounts for 0.1% of the portfolio, ranked #198.

Independent Financial Group first reported a position in CLS in Q1 2024 and has held it in 7 quarters since. 873 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

Independent Financial Group held 15,143 shares of Celestica worth $5.52M as of Q2 2026.
Independent Financial Group bought 4,524 Celestica shares in Q2 2026, an estimated $1.7M.
Celestica made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #198 holding.
Independent Financial Group first reported a position in Celestica in Q1 2024 and has held it in 7 quarters since.
873 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.