SVB Wealth’s CGI GIB Stock Holding History

SVB Wealth’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	-253	Closed	-$25.3K	–	957
2025 Q1	$25.3K	Buy	+253	New	+$27.7K	﹤0.01%	710
2023 Q3	–	Sell	-2,475	Closed	-$261K	–	892
2023 Q2	$261K	Buy	+2,475	New	+$252K	﹤0.01%	730

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

SVB Wealth's GIB Position: Q2 2025 in Review

SVB Wealth sold out of CGI (GIB) in Q2 2025, closing a stake of 253 shares — an estimated $25.3K sold.

SVB Wealth first reported a position in GIB in Q2 2023 and held it in 2 quarters. The position peaked at $261K in Q2 2023. 360 funds tracked by Wall St. Rank hold GIB as of Q2 2025.

SVB Wealth reported no remaining CGI position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 253 CGI shares in Q2 2025, an estimated $25.3K.
SVB Wealth first reported a position in CGI in Q2 2023 and held it in 2 quarters.
SVB Wealth's CGI position peaked at $261K in Q2 2023.
360 funds tracked by Wall St. Rank held CGI as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.