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Optimize Financial’s Canadian Solar CSIQ Stock Holding History

Optimize Financial’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Sell
174,540
-608
-0.3% -$9.75K 1% 26
2026
Q1 		$2.43M Buy
+175,148
New +$3.33M 1.19% 30

Other funds holding CSIQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return

Optimize Financial's CSIQ Position: Q2 2026 in Review

Optimize Financial reduced its Canadian Solar (CSIQ) stake by 0.35% in Q2 2026, selling an estimated $9.75K and leaving 174,540 shares worth $2.8M. The position accounts for 1% of the portfolio, ranked #26.

Optimize Financial first reported a position in CSIQ in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold CSIQ as of Q2 2026.

  • Optimize Financial held 174,540 shares of Canadian Solar worth $2.8M as of Q2 2026.
  • Optimize Financial sold 608 Canadian Solar shares in Q2 2026, an estimated $9.75K.
  • Canadian Solar made up 1% of Optimize Financial's portfolio in Q2 2026, its #26 holding.
  • Optimize Financial first reported a position in Canadian Solar in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Canadian Solar as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.