PARSONS CAPITAL MANAGEMENT INC/RI
Position in WFC — Wells Fargo & Company/Mn
CIK 1018674
PROVIDENCE, RI
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,587,018
+$790,600 QoQ
Shares Held
19,204
+92.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,100
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PARSONS CAPITAL MANAGEMENT INC/RI holds $70,301,395 across 6 Banks - Diversified names. WFC ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
162,510 | $53,194,398 | |
| 2 | BAC |
Bank Of America Corp /De/
|
167,473 | $9,542,611 | |
| 3 | C |
Citigroup Inc
|
20,956 | $2,933,001 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,460 | $2,524,890 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
19,204 | $1,587,018 | |
| 6 | TD |
Toronto Dominion Bank
|
4,278 | $519,477 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,587,018 | 19,204 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $796,418 | 10,004 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $508,312 | 5,454 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $457,154 | 5,454 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $428,962 | 5,354 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $413,079 | 5,754 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $416,593 | 5,931 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $325,043 | 5,754 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $341,730 | 5,754 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $333,501 | 5,754 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $280,603 | 5,701 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $273,802 | 6,701 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $285,998 | 6,701 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $273,060 | 7,305 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $320,616 | 7,765 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $311,463 | 7,744 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $290,445 | 7,415 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $485,569 | 10,020 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $480,759 | 10,020 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $502,156 | 10,820 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $491,939 | 10,862 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $443,913 | 11,362 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $343,206 | 11,372 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $453,272 | 19,280 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $588,492 | 22,988 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $712,305 | 24,819 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||