Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,329,940
-$335,582 QoQ
Shares Held
192,563
+14.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026&PARTNERS holds $400,697,332 across 17 Banks - Diversified names. WFC ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
936,618 | $275,515,550 | |
| 2 | BAC |
Bank Of America Corp /De/
|
710,275 | $34,625,906 | |
| 3 | C |
Citigroup Inc
|
188,343 | $21,359,979 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
162,314 | $19,255,309 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
192,563 | $15,329,940 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
366,517 | $7,238,710 | |
| 7 | RY |
Royal Bank Of Canada
|
32,993 | $5,337,607 | |
| 8 | ING |
Ing Groep NV
|
186,140 | $4,848,947 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,329,940 | 192,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,665,522 | 168,085 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,165,215 | 145,135 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,503,331 | 131,095 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,503,993 | 104,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,796,078 | 110,992 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,823,003 | 85,378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,903,390 | 32,049 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $815,555 | 14,071 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $350,249 | 7,116 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||