Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$269,902
+$7,906 QoQ
Shares Held
3,266
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,276
of 2,853 holders
Holding Since
Mar 2020
10 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, 2026Claret Asset Management Corp holds $95,761,950 across 10 Banks - Diversified names. WFC ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
124,178 | $25,701,120 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
143,855 | $16,543,325 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
88,680 | $15,669,756 | |
| 4 | TD |
Toronto Dominion Bank
|
124,169 | $15,077,841 | |
| 5 | C |
Citigroup Inc
|
85,854 | $12,016,125 | |
| 6 | BNS |
Bank Of Nova Scotia
|
105,482 | $9,160,056 | |
| 7 | JPM |
Jpmorgan Chase & Co
|
2,558 | $837,310 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
3,266 | $269,902 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,902 | 3,266 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $261,996 | 3,291 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $306,255 | 3,286 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $282,054 | 3,365 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $269,603 | 3,365 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $241,573 | 3,365 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $238,956 | 3,402 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $202,044 | 3,402 | Shares | Sole | 2024-08-14 | |
| 2020-06-30 | $210,483 | 8,222 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $264,240 | 9,207 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||