Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$147,760
-$124,108 QoQ
Shares Held
1,788
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,556
of 2,859 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Prosperity Bancshares Inc holds $3,014,135 across 6 Banks - Diversified names. WFC ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,458 | $1,459,237 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,174 | $807,634 | |
| 3 | C |
Citigroup Inc
|
2,410 | $337,303 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,515 | $219,084 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,788 | $147,760 | |
| 6 | UBS |
UBS Group AG
|
870 | $43,117 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,760 | 1,788 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,868 | 3,415 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $394,422 | 4,232 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||