Position in WF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$714,151
+$228,311 QoQ
Shares Held
10,723
+29.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,613,502,848 across 96 Banks - Regional names. WF ranks #46 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,520,788 | $207,820,618 | |
| 2 | USB |
US Bancorp \De\
|
3,956,818 | $205,794,100 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
799,646 | $166,398,330 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,689,737 | $145,553,944 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,868,672 | $132,395,410 | |
| 6 | HDB |
Hdfc Bank Ltd
|
2,997,676 | $74,582,177 | |
| 7 | RF |
Regions Financial Corp
|
2,718,157 | $70,998,256 | |
| 8 | FITB |
Fifth Third Bancorp
|
1,517,903 | $70,521,768 |
All Filings in WF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||