Position in WF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$940,326
+$226,175 QoQ
Shares Held
16,382
+52.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 200 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. WF ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in WF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,326 | 16,382 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $714,151 | 10,723 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $485,840 | 8,264 | Shares | Defined | 2026-02-12 | |
| 2022-06-30 | $1,246,016 | 44,060 | Shares | Defined | 2022-08-11 | |
| 2021-03-31 | $1,869 | 69 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,889 | 69 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,517 | 114 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $886 | 40 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $18 | 1 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||