CI Investments Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.87M | Sell |
23,432
-6,760
| -22% | -$581K | 0.01% | 384 |
|
|
2025
Q4 | $2.81M | Sell |
30,192
-92,696
| -75% | -$8.05M | 0.01% | 350 |
|
|
2025
Q3 | $10.3M | Sell |
122,888
-650,676
| -84% | -$52.8M | 0.04% | 215 |
|
|
2025
Q2 | $62M | Sell |
773,564
-392,347
| -34% | -$28.3M | 0.23% | 86 |
|
|
2025
Q1 | $83.7M | Buy |
1,165,911
+45,785
| +4% | +$3.44M | 0.35% | 58 |
|
|
2024
Q4 | $78.7M | Buy |
1,120,126
+94,799
| +9% | +$6.47M | 0.3% | 66 |
|
|
2024
Q3 | $57.9M | Sell |
1,025,327
-593,009
| -37% | -$33.5M | 0.22% | 93 |
|
|
2024
Q2 | $96.1M | Sell |
1,618,336
-229,878
| -12% | -$13.6M | 0.38% | 53 |
|
|
2024
Q1 | $107M | Sell |
1,848,214
-1,111,298
| -38% | -$58.1M | 0.43% | 49 |
|
|
2023
Q4 | $146M | Sell |
2,959,512
-87,006
| -3% | -$3.75M | 0.75% | 34 |
|
|
2023
Q3 | $124M | Sell |
3,046,518
-46,371
| -1% | -$2M | 0.69% | 35 |
|
|
2023
Q2 | $132M | Sell |
3,092,889
-971,354
| -24% | -$39.1M | 0.67% | 40 |
|
|
2023
Q1 | $152M | Buy |
4,064,243
+1,123,828
| +38% | +$49M | 0.76% | 35 |
|
|
2022
Q4 | $121M | Buy |
2,940,415
+2,076,112
| +240% | +$91.9M | 0.61% | 45 |
|
|
2022
Q3 | $34.8M | Buy |
864,303
+83,700
| +11% | +$3.6M | 0.18% | 124 |
|
|
2022
Q2 | $30.6M | Buy |
780,603
+209,386
| +37% | +$9.19M | 0.14% | 141 |
|
|
2022
Q1 | $27.7M | Buy |
571,217
+9,117
| +2% | +$488K | 0.1% | 181 |
|
|
2021
Q4 | $27M | Sell |
562,100
-21,235
| -4% | -$1.05M | 0.09% | 191 |
|
|
2021
Q3 | $27.1M | Sell |
583,335
-684,462
| -54% | -$31.7M | 0.1% | 187 |
|
|
2021
Q2 | $57.4M | Sell |
1,267,797
-4,376
| -0.3% | -$195K | 0.21% | 122 |
|
|
2021
Q1 | $49.7M | Sell |
1,272,173
-114,647
| -8% | -$4.06M | 0.21% | 130 |
|
|
2020
Q4 | $41.9M | Sell |
1,386,820
-264,582
| -16% | -$6.85M | 0.18% | 136 |
|
|
2020
Q3 | $38.8M | Sell |
1,651,402
-20,595
| -1% | -$508K | 0.19% | 120 |
|
|
2020
Q2 | $42.8M | Sell |
1,671,997
-2,609,777
| -61% | -$71.4M | 0.23% | 104 |
|
|
2020
Q1 | $123M | Buy |
4,281,774
+3,216,761
| +302% | +$137M | 0.75% | 38 |
|
|
2019
Q4 | $57.3M | Sell |
1,065,013
-2,168,965
| -67% | -$114M | 0.29% | 97 |
|
|
2019
Q3 | $163M | Sell |
3,233,978
-4,442,088
| -58% | -$209M | 0.84% | 37 |
|
|
2019
Q2 | $366M | Buy |
7,676,066
+2,507,590
| +49% | +$117M | 2.04% | 8 |
|
|
2019
Q1 | $250M | Sell |
5,168,476
-1,343,855
| -21% | -$66.1M | 1.4% | 17 |
|
|
2018
Q4 | $300M | Buy |
6,512,331
+467,266
| +8% | +$23.9M | 1.94% | 6 |
|
|
2018
Q3 | $318M | Sell |
6,045,065
-3,112,313
| -34% | -$178M | 2.38% | 6 |
|
|
2018
Q2 | $508M | Buy |
9,157,378
+768,100
| +9% | +$41.2M | 3.99% | 1 |
|
|
2018
Q1 | $440M | Buy |
8,389,278
+1,843,802
| +28% | +$110M | 5.06% | 1 |
|
|
2017
Q4 | $397M | Buy |
6,545,476
+1,472,176
| +29% | +$83.1M | 4.07% | 3 |
|
|
2017
Q3 | $280M | Buy |
5,073,300
+2,850,300
| +128% | +$151M | 2.73% | 5 |
|
|
2017
Q2 | $123M | Buy |
2,223,000
+6,400
| +0.3% | +$343K | 1.33% | 20 |
|
|
2017
Q1 | $123M | Sell |
2,216,600
-1,240,800
| -36% | -$70.4M | 1.4% | 20 |
|
|
2016
Q4 | $191M | Buy |
3,457,400
+2,910,650
| +532% | +$146M | 2.09% | 7 |
|
|
2016
Q3 | $24.2M | Sell |
546,750
-807,350
| -60% | -$38.6M | 0.26% | 100 |
|
|
2016
Q2 | $64.1M | Buy |
+1,354,100
| New | +$66M | 0.73% | 42 |
|
|
2015
Q1 | – | Sell |
-14,776
| Closed | -$810K | – | 193 |
|
|
2014
Q4 | $810K | Buy |
+14,776
| New | +$782K | 0.01% | 159 |
|
Other funds holding WFC
VCM
VPM
CI Investments Inc's WFC Position: Q1 2026 in Review
CI Investments Inc reduced its Wells Fargo (WFC) stake by 22% in Q1 2026, selling an estimated $581K and leaving 23,432 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #384.
CI Investments Inc first reported a position in WFC in Q4 2014 and has held it in 41 quarters since. The position peaked at $508M in Q2 2018. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- CI Investments Inc held 23,432 shares of Wells Fargo worth $1.87M as of Q1 2026.
- CI Investments Inc sold 6,760 Wells Fargo shares in Q1 2026, an estimated $581K.
- Wells Fargo made up 0.01% of CI Investments Inc's portfolio in Q1 2026, its #384 holding.
- CI Investments Inc first reported a position in Wells Fargo in Q4 2014 and has held it in 41 quarters since.
- CI Investments Inc's Wells Fargo position peaked at $508M in Q2 2018.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.