Cidel Asset Management Inc Q2 2026: Notable Stock Purchases & Sales Observed
Analysis of Cidel's portfolio changes for the quarter ending June 30, 2026, highlighting significant buying and selling activity observed in their holdings.
According to filings reviewed by insiderset.com, Cidel Asset Management Inc's portfolio saw a mix of buying and selling activities during the quarter ending June 30, 2026.
The investor was notably active in several areas. Significant stock purchases were observed for companies like BANK MONTREAL (MFC), which experienced a substantial increase of 98.85% in its share holdings, and COCA COLA CO (KO) with a significant jump of 2091.28%. Other notable buys included shares in BANK NOVA SCOTIA B C and RB GLOBAL INC, although the latter's allocation percentage is already quite high at 2.11%.
In contrast, there were also significant sales observed during this period. The most prominent exit was from ALGONQUIN POWER & UTILITIES, where the holding percentage plummeted by 99.24%, effectively removing it almost entirely from the portfolio. Additionally, shares of ZOETIS INC were sold with a -97.73% change in percentage allocation.
Besides these major shifts, Cidel also engaged in buying and selling activities for other stocks present in their portfolio this quarter. For instance, they purchased shares of BANK MONTREAL (MFC) at a 98.85% increase from the previous period and increased holdings in COCA COLA CO by 2091.28%. On the selling side, besides AQN, they disposed of shares like those of ALGONQUIN POWER & UTILITIES, and also sold out positions in other stocks such as ZOETIS INC (-97.73%) and LULULEMON ETI RET CO (though not listed in the changed_holdings data provided).
The overall portfolio allocation saw changes, with sectors like Financial Services maintaining a strong presence and Technology showing notable additions. The specific actions detailed above provide insight into Cidel's investment strategy adjustments during Q2 2026.