KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1021223
LOS ANGELES, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,299,425
+$1,047,971 QoQ
Shares Held
88,328
+12.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#580
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $74,534,197 across 15 Banks - Diversified names. WFC ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
307,713 | $44,498,376 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
30,379 | $9,943,958 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
88,328 | $7,299,425 | |
| 4 | RY |
Royal Bank Of Canada
|
25,465 | $5,270,491 | |
| 5 | BAC |
Bank Of America Corp /De/
|
79,580 | $4,534,468 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
57,370 | $1,437,692 | |
| 7 | SAN |
Banco Santander, S.A.
|
102,857 | $1,419,426 | |
| 8 | TD |
Toronto Dominion Bank
|
500 | $60,715 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,299,425 | 88,328 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,251,454 | 78,526 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,126,953 | 33,551 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,030,958 | 24,230 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,217,423 | 15,195 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $878,278 | 12,234 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $331,392 | 4,718 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $248,499 | 4,399 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $201,094 | 3,386 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $273,803 | 4,724 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $238,027 | 4,836 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $178,435 | 4,367 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $188,688 | 4,421 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $157,182 | 4,205 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $174,739 | 4,232 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $169,125 | 4,205 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $164,709 | 4,205 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $165,442 | 3,414 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $166,154 | 3,463 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $158,443 | 3,414 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $154,620 | 3,414 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $133,384 | 3,414 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $103,034 | 3,414 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $80,263 | 3,414 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $90,547 | 3,537 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $101,511 | 3,537 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||