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United Capital Financial Advisors’s CGI GIB Stock Holding History

United Capital Financial Advisors’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
2026
Q2 		$324K Sell
5,021
-255
-5% -$17.4K ﹤0.01% 1336
2026
Q1 		$386K Buy
5,276
+145
+3% +$11.6K ﹤0.01% 1205
2025
Q4 		$474K Sell
5,131
-181
-3% -$16.1K ﹤0.01% 987
2025
Q3 		$473K Sell
5,312
-31,605
-86% -$3.06M ﹤0.01% 877
2025
Q2 		$3.87M Sell
36,917
-1,230
-3% -$130K 0.03% 314
2025
Q1 		$3.81M Sell
38,147
-2,045
-5% -$224K 0.03% 309
2024
Q4 		$4.39M Sell
40,192
-1,812
-4% -$204K 0.04% 277
2024
Q3 		$4.83M Sell
42,004
-1,829
-4% -$200K 0.04% 267
2024
Q2 		$4.37M Sell
43,833
-1,303
-3% -$134K 0.04% 281
2024
Q1 		$4.99M Sell
45,136
-3,591
-7% -$402K 0.04% 282
2023
Q4 		$5.22M Sell
48,727
-36,783
-43% -$3.73M 0.04% 279
2023
Q3 		$8.42M Sell
85,510
-2,811
-3% -$287K 0.06% 244
2023
Q2 		$9.31M Sell
88,321
-6,386
-7% -$651K 0.05% 244
2023
Q1 		$9.12M Sell
94,707
-2,195
-2% -$197K 0.05% 247
2022
Q4 		$8.35M Sell
96,902
-2,155
-2% -$178K 0.05% 267
2022
Q3 		$7.45M Sell
99,057
-12,925
-12% -$1.05M 0.04% 274
2022
Q2 		$8.92M Buy
111,982
+173
+0.2% +$14K 0.05% 266
2022
Q1 		$8.93M Buy
111,809
+9,421
+9% +$783K 0.04% 293
2021
Q4 		$9.06M Sell
102,388
-2,441
-2% -$214K 0.04% 289
2021
Q3 		$8.88M Buy
104,829
+1,915
+2% +$172K 0.04% 293
2021
Q2 		$9.32M Buy
102,914
+3,467
+3% +$307K 0.05% 282
2021
Q1 		$8.28M Sell
99,447
-2,345
-2% -$186K 0.05% 284
2020
Q4 		$8.07M Sell
101,792
-3,868
-4% -$276K 0.05% 279
2020
Q3 		$7.16M Sell
105,660
-25,085
-19% -$1.71M 0.05% 284
2020
Q2 		$8.24M Sell
130,745
-25,293
-16% -$1.58M 0.06% 282
2020
Q1 		$8.49M Sell
156,038
-8,250
-5% -$598K 0.07% 258
2019
Q4 		$13.8M Buy
164,288
+3,677
+2% +$296K 0.09% 255
2019
Q3 		$12.7M Sell
160,611
-10,434
-6% -$814K 0.09% 257
2019
Q2 		$13.1M Sell
171,045
-9,239
-5% -$672K 0.09% 249
2019
Q1 		$12.4M Sell
180,284
-7,707
-4% -$509K 0.09% 257
2018
Q4 		$11.5M Sell
187,991
-24,696
-12% -$1.52M 0.09% 233
2018
Q3 		$13.7M Sell
212,687
-2,034
-0.9% -$132K 0.1% 231
2018
Q2 		$13.6M Buy
214,721
+4,965
+2% +$299K 0.1% 228
2018
Q1 		$12.1M Buy
209,756
+9,907
+5% +$562K 0.09% 250
2017
Q4 		$10.9M Buy
199,849
+17,159
+9% +$913K 0.09% 280
2017
Q3 		$9.48M Buy
182,690
+16,139
+10% +$828K 0.08% 292
2017
Q2 		$11M Sell
166,551
-1,961
-1% -$95.8K 0.1% 248
2017
Q1 		$8.08M Buy
168,512
+9,208
+6% +$442K 0.08% 305
2016
Q4 		$7.65M Buy
159,304
+3,221
+2% +$153K 0.07% 310
2016
Q3 		$7.43M Buy
156,083
+4,639
+3% +$219K 0.07% 319
2016
Q2 		$6.51M Buy
151,444
+503
+0.3% +$23.3K 0.07% 325
2016
Q1 		$7.21M Buy
150,941
+79,210
+110% +$3.31M 0.08% 267
2015
Q4 		$2.87M Sell
71,731
-793
-1% -$31.5K 0.03% 466
2015
Q3 		$2.63M Buy
72,524
+3,941
+6% +$148K 0.03% 470
2015
Q2 		$2.68M Buy
68,583
+13,976
+26% +$602K 0.03% 509
2015
Q1 		$2.3M Buy
+54,607
New +$2.24M 0.03% 522

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

United Capital Financial Advisors's GIB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its CGI (GIB) stake by 4.8% in Q2 2026, selling an estimated $17.4K and leaving 5,021 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

United Capital Financial Advisors first reported a position in GIB in Q1 2015 and has held it in 46 quarters since. The position peaked at $13.8M in Q4 2019. 326 funds tracked by Wall St. Rank hold GIB as of Q2 2026.

  • United Capital Financial Advisors held 5,021 shares of CGI worth $324K as of Q2 2026.
  • United Capital Financial Advisors sold 255 CGI shares in Q2 2026, an estimated $17.4K.
  • CGI made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1336 holding.
  • United Capital Financial Advisors first reported a position in CGI in Q1 2015 and has held it in 46 quarters since.
  • United Capital Financial Advisors's CGI position peaked at $13.8M in Q4 2019.
  • 326 funds tracked by Wall St. Rank held CGI as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.