Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$54,154,322
+$2,229,178 QoQ
Shares Held
655,304
+0.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#237
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BRIDGES INVESTMENT MANAGEMENT INC holds $228,151,186 across 6 Banks - Diversified names. WFC ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
489,080 | $160,090,555 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
655,304 | $54,154,322 | |
| 3 | ING |
Ing Groep NV
|
277,987 | $8,723,232 | |
| 4 | BAC |
Bank Of America Corp /De/
|
57,609 | $3,282,560 | |
| 5 | C |
Citigroup Inc
|
11,054 | $1,547,117 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,000 | $353,400 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,154,322 | 655,304 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $51,925,144 | 652,244 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $60,574,221 | 649,938 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $54,554,665 | 650,855 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $52,231,589 | 651,917 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $48,750,218 | 679,067 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $47,704,689 | 679,167 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $45,200,246 | 800,146 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $48,372,381 | 814,487 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $666,944 | 11,507 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $566,374 | 11,507 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $523,579 | 12,814 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $900,632 | 21,102 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,400,851 | 37,476 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,243,503 | 175,430 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,995,402 | 323,108 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $20,331,070 | 519,047 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $24,487,127 | 505,306 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $23,942,307 | 499,006 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $23,121,367 | 498,198 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,112,660 | 488,246 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $20,179,771 | 516,503 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $13,822,529 | 458,003 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,260,204 | 521,489 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,025,803 | 626,008 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $17,985,514 | 626,673 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||