CI INVESTMENTS INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 1163648 TORONTO, Z4

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Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,602,357

+$4,736,936 QoQ

Shares Held

79,893

+241.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#608

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

CI INVESTMENTS INC. holds $673,498,816 across 5 Banks - Diversified names. WFC ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	4,397,028	$250,542,655
2	JPM	Jpmorgan Chase & Co	741,663	$242,768,549
3	C	Citigroup Inc	1,221,122	$170,908,235
4	WFC	Wells Fargo & Company/Mn This page	79,893	$6,602,357
5	BNY	Bank of New York Mellon Corp	18,512	$2,677,020

All Filings in WFC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,602,357	79,893	+241.0%	Shares	Sole	2026-08-13
2026-03-31	$1,865,421	23,432	-22.4%	Shares	Sole	2026-05-13
2025-12-31	$2,813,894	30,192	-75.4%	Shares	Sole	2026-02-12
2025-09-30	$10,300,472	122,888	-84.1%	Shares	Sole	2025-11-12
2025-06-30	$61,977,947	773,564	-33.7%	Shares	Sole	2025-08-12
2025-03-31	$83,700,750	1,165,911	+4.1%	Shares	Sole	2025-05-13
2024-12-31	$78,677,650	1,120,126	+9.2%	Shares	Sole	2025-02-12
2024-09-30	$57,920,722	1,025,327	-36.6%	Shares	Sole	2024-11-12
2024-06-30	$96,112,975	1,618,336	-12.4%	Shares	Sole	2024-08-12
2024-03-31	$107,122,482	1,848,214	-37.6%	Shares	Sole	2024-05-13
2023-12-31	$145,667,179	2,959,512	-2.9%	Shares	Sole	2024-02-12
2023-09-30	$124,480,724	3,046,518	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$132,004,502	3,092,889	-23.9%	Shares	Sole	2023-08-11
2023-03-31	$151,921,402	4,064,243	+38.2%	Shares	Sole	2023-05-12
2022-12-31	$121,409,734	2,940,415	+240.2%	Shares	Sole	2023-02-10
2022-09-30	$34,762,266	864,303	+10.7%	Shares	Sole	2022-11-14
2022-06-30	$30,576,219	780,603	+36.7%	Shares	Sole	2022-08-12
2022-03-31	$27,681,175	571,217	+1.6%	Shares	Sole	2022-05-12
2021-12-31	$26,969,558	562,100	-3.6%	Shares	Sole	2022-02-11
2021-09-30	$27,072,577	583,335	-54.0%	Shares	Sole	2021-11-12
2021-06-30	$57,418,526	1,267,797	-0.3%	Shares	Sole	2021-08-13
2021-03-31	$49,703,799	1,272,173	-8.3%	Shares	Sole	2021-05-13
2020-12-31	$41,854,227	1,386,820	-16.0%	Shares	Sole	2021-02-09
2020-09-30	$38,824,460	1,651,402	-1.2%	Shares	Sole	2020-11-09
2020-06-30	$42,803,122	1,671,997	-61.0%	Shares	Sole	2020-08-07
2020-03-31	$122,886,913	4,281,774	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.