Position in WF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,670,970
+$1,273,436 QoQ
Shares Held
29,111
+387.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 200 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. WF ranks #164 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp \De\
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in WF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,670,970 | 29,111 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $397,534 | 5,969 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $201,120 | 3,421 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,134,229 | 20,200 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,124,542 | 22,613 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $79,977 | 2,396 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $62,499 | 2,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $76,425 | 2,139 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $63,278 | 1,975 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $75,399 | 2,325 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $63,672 | 2,107 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $117,247 | 4,276 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $66,647 | 2,473 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $93,722 | 3,565 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $103,098 | 3,745 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $86,423 | 3,872 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $79,183 | 2,800 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $118,854 | 3,156 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $89,867 | 2,797 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,523 | 1,333 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,960 | 1,188 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $82,600 | 3,048 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $23,163 | 846 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $290,881 | 13,174 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $520,285 | 23,468 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $468,804 | 24,963 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||