Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,147,645
+$178,867 QoQ
Shares Held
62,290
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#669
of 2,858 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $355,506,142 across 6 Banks - Diversified names. WFC ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
971,483 | $317,995,530 | |
| 2 | BAC |
Bank Of America Corp /De/
|
300,964 | $17,148,928 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
96,220 | $13,914,374 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
62,290 | $5,147,645 | |
| 5 | C |
Citigroup Inc
|
7,368 | $1,031,225 | |
| 6 | RY |
Royal Bank Of Canada
|
1,297 | $268,440 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,147,645 | 62,290 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,968,778 | 62,414 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,980,737 | 64,171 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,404,797 | 64,481 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,325,656 | 66,471 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,727,443 | 65,851 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,693,436 | 66,820 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,829,344 | 67,788 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,189,311 | 70,539 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,142,111 | 71,465 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,548,515 | 72,095 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,112,837 | 76,183 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,251,490 | 76,183 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,900,987 | 77,608 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,168,099 | 76,728 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,069,912 | 76,328 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,049,502 | 77,853 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,919,590 | 80,883 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,756,258 | 78,288 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $3,576,447 | 77,062 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,498,924 | 77,256 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $2,986,628 | 76,443 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,686,699 | 55,888 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,226,939 | 52,188 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $3,161,276 | 110,149 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||