Plan Group Financial
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Plan Group Financial’s Celestica CLS Stock Holding History

Plan Group Financial’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
Q3 		– Sell
-620
Closed -$226K – 235
2026
Q2 		$226K Buy
+620
New +$233K 0.05% 222
2026
Q1 		– Sell
-780
Closed -$231K – 233
2025
Q4 		$231K Buy
+780
New +$235K 0.06% 180

Other funds holding CLS

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Plan Group Financial's CLS Position: Q3 2026 in Review

Plan Group Financial sold out of Celestica (CLS) in Q3 2026, closing a stake of 620 shares — an estimated $226K sold.

Plan Group Financial first reported a position in CLS in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 408 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • Plan Group Financial reported no remaining Celestica position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 620 Celestica shares in Q3 2026, an estimated $226K.
  • Plan Group Financial first reported a position in Celestica in Q4 2025 and held it in 2 quarters.
  • Plan Group Financial's Celestica position peaked at $231K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.