Position in WF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,258,872
+$262,323 QoQ
Shares Held
18,902
+11.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GUGGENHEIM CAPITAL LLC holds $134,361,587 across 52 Banks - Regional names. WF ranks #23 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
70,378 | $14,644,957 | |
| 2 | TFC |
Truist Financial Corp
|
315,100 | $14,485,145 | |
| 3 | RF |
Regions Financial Corp
|
491,122 | $12,828,105 | |
| 4 | USB |
US Bancorp \De\
|
237,473 | $12,350,969 | |
| 5 | FITB |
Fifth Third Bancorp
|
249,796 | $11,605,520 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
433,711 | $6,787,576 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
103,671 | $6,217,148 | |
| 8 | SSB |
SouthState Bank Corp
|
48,457 | $4,483,240 |
All Filings in WF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,258,872 | 18,902 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $996,549 | 16,951 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $755,947 | 13,463 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,016,381 | 20,438 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $680,551 | 20,388 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,453,937 | 46,526 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,886,221 | 52,791 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,768,768 | 55,205 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,749,240 | 53,939 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,611,360 | 53,321 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,302,641 | 47,507 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $976,209 | 36,223 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $563,052 | 21,417 | Shares | Defined | 2023-05-11 | |
| 2022-06-30 | $421,569 | 14,907 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $871,113 | 23,131 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,229,936 | 38,280 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,191,749 | 41,237 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,240,464 | 40,980 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $768,528 | 28,359 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $261,013 | 9,533 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||