Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,633,707
-$586,479 QoQ
Shares Held
56,071
-14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#697
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2022CallValue
$266,530
CallShares
5,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $76,063,205 across 8 Banks - Diversified names. WFC ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
549,932 | $31,335,125 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
98,532 | $14,248,712 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
38,456 | $12,587,802 | |
| 4 | C |
Citigroup Inc
|
85,779 | $12,005,628 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
56,071 | $4,633,707 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
27,125 | $639,607 | |
| 7 | TD |
Toronto Dominion Bank
|
3,235 | $392,826 | |
| 8 | UBS |
UBS Group AG
|
4,435 | $219,798 |
All Filings in WFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,633,707 | 56,071 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,220,186 | 65,572 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,003,742 | 32,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,859,715 | 57,978 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,679,328 | 58,404 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,028,637 | 83,976 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,051,899 | 128,871 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,079,637 | 160,730 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,407,886 | 225,760 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,567,006 | 337,595 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,898,863 | 79,213 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,854,119 | 94,325 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,753,927 | 64,525 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,413,065 | 64,555 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,094,185 | 26,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,102,198 | 101,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,107,013 | 104,851 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $266,530 | 5,500 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $4,744,234 | 97,900 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,028,926 | 146,497 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,267,395 | 113,497 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $31,083,070 | 686,312 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $66,189,502 | 1,694,126 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $27,145,310 | 899,447 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,824,666 | 843,244 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $37,411,456 | 1,461,385 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $42,372,249 | 1,476,385 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||