Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,423,527
+$337,207 QoQ
Shares Held
41,427
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#799
of 2,859 holders
Holding Since
Mar 2020
25 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, 2026CIDEL ASSET MANAGEMENT INC holds $332,911,297 across 12 Banks - Diversified names. WFC ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
521,130 | $107,858,276 | |
| 2 | TD |
Toronto Dominion Bank
|
448,298 | $54,436,826 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
294,015 | $51,952,450 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
380,736 | $43,784,640 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
97,432 | $31,892,416 | |
| 6 | BNS |
Bank Of Nova Scotia
|
353,888 | $30,731,633 | |
| 7 | BAC |
Bank Of America Corp /De/
|
77,057 | $4,390,707 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
41,427 | $3,423,527 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,423,527 | 41,427 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,086,320 | 38,768 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,168,147 | 33,993 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,956,331 | 35,270 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,089,427 | 38,560 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,944,610 | 41,017 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,135,092 | 44,634 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,823,426 | 49,981 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,155,212 | 53,127 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,285,868 | 56,692 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,840,190 | 57,704 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $306,450 | 7,500 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $320,100 | 7,500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $280,350 | 7,500 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $334,449 | 8,100 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $325,782 | 8,100 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $317,277 | 8,100 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $392,526 | 8,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $388,638 | 8,100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $375,921 | 8,100 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $366,849 | 8,100 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $316,467 | 8,100 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $244,458 | 8,100 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $266,752 | 10,420 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $237,004 | 8,258 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||