Steward Partners Investment Advisory’s CGI GIB Stock Holding History

Steward Partners Investment Advisory’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
2025 Q2	–	Sell	-105	Closed	-$10.5K	–	4177
2025 Q1	$10.5K	Sell	105 -279	-73%	-$30.6K	﹤0.01%	3075
2024 Q4	$42K	Hold	384	–	–	﹤0.01%	2431
2024 Q3	$44.1K	Sell	384 -53	-12%	-$5.79K	﹤0.01%	2294
2024 Q2	$43.6K	Sell	437 -4,852	-92%	-$499K	﹤0.01%	2169
2024 Q1	$584K	Buy	5,289 +165	+3%	+$18.5K	0.01%	994
2023 Q4	$549K	Buy	5,124 +5,086	+13,384%	+$516K	0.01%	954
2023 Q3	$3.74K	Buy	+38	New	+$3.88K	﹤0.01%	2918
2022 Q2	–	Sell	-515	Closed	-$41K	–	3285
2022 Q1	$41K	Sell	515 -17,030	-97%	-$1.42M	﹤0.01%	2017
2021 Q4	$1.55M	Buy	+17,545	New	+$1.54M	0.02%	568

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Steward Partners Investment Advisory's GIB Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of CGI (GIB) in Q2 2025, closing a stake of 105 shares — an estimated $10.5K sold.

Steward Partners Investment Advisory first reported a position in GIB in Q4 2021 and held it in 9 quarters. The position peaked at $1.55M in Q4 2021. 360 funds tracked by Wall St. Rank hold GIB as of Q2 2025.

Steward Partners Investment Advisory reported no remaining CGI position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 105 CGI shares in Q2 2025, an estimated $10.5K.
Steward Partners Investment Advisory first reported a position in CGI in Q4 2021 and held it in 9 quarters.
Steward Partners Investment Advisory's CGI position peaked at $1.55M in Q4 2021.
360 funds tracked by Wall St. Rank held CGI as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.