Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,056,205
+$1,624,402 QoQ
Shares Held
230,593
+5.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#386
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $194,075,655 across 11 Banks - Diversified names. WFC ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
392,911 | $128,611,557 | |
| 2 | BAC |
Bank Of America Corp /De/
|
470,892 | $26,831,426 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
230,593 | $19,056,205 | |
| 4 | C |
Citigroup Inc
|
86,976 | $12,173,160 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
19,379 | $1,842,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,973 | $1,442,195 | |
| 7 | TD |
Toronto Dominion Bank
|
10,877 | $1,320,794 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
7,448 | $1,316,061 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,056,205 | 230,593 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,431,803 | 218,965 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,621,898 | 221,265 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $19,060,332 | 227,396 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,595,852 | 232,100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,555,204 | 230,606 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $16,828,661 | 239,588 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,783,235 | 226,292 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,372,430 | 225,163 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $13,211,634 | 227,944 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,229,543 | 228,150 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,290,338 | 227,370 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,317,470 | 218,310 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,018,196 | 214,505 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,715,371 | 235,296 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,294,600 | 231,094 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,998,014 | 229,717 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,041,174 | 227,841 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,438,096 | 238,393 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $11,140,442 | 240,044 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,771,365 | 237,831 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,800,595 | 225,252 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,126,238 | 202,990 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,851,664 | 206,366 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,143,014 | 279,024 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,779,301 | 305,899 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||