Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,833
-$37,406 QoQ
Shares Held
240
-66.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,766
of 2,858 holders
Holding Since
Sep 2020
24 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, 2026TOBAM holds $1,702,282 across 6 Banks - Diversified names. WFC ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
6,807 | $984,360 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,058 | $459,144 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
619 | $202,617 | |
| 4 | TD |
Toronto Dominion Bank
|
177 | $21,493 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
240 | $19,833 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
129 | $14,835 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,833 | 240 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $57,239 | 719 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $56,665 | 608 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $68,480 | 817 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $65,458 | 817 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $251,695 | 3,506 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $717,080 | 10,209 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $739,228 | 13,086 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $683,103 | 11,502 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $908,233 | 15,670 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $804,599 | 16,347 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $735,480 | 18,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $898,328 | 21,048 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $787,110 | 21,057 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $869,443 | 21,057 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $780,871 | 19,415 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $789,588 | 20,158 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $921,854 | 19,023 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $591,257 | 12,323 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $656,979 | 14,156 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $641,125 | 14,156 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $553,074 | 14,156 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $427,228 | 14,156 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $312,259 | 13,282 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||