PGF
CLS icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Plan Group Financial opened a new position in Celestica (CLS) in Q2 2026: 620 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in CLS as recently as Q4 2025.

Plan Group Financial first reported a position in CLS in Q4 2025 and has held it in 2 quarters since. The position peaked at $231K in Q4 2025. 875 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • Plan Group Financial held 620 shares of Celestica worth $226K as of Q2 2026.
  • Celestica was a new Plan Group Financial position in Q2 2026.
  • Celestica made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #222 holding.
  • Plan Group Financial first reported a position in Celestica in Q4 2025 and has held it in 2 quarters since.
  • Plan Group Financial's Celestica position peaked at $231K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

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