Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$350,806
-$4,493 QoQ
Shares Held
4,245
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,070
of 2,859 holders
Holding Since
Mar 2021
22 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, 2026GW&K Investment Management, LLC holds $71,171,774 across 12 Banks - Diversified names. WFC ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
211,142 | $69,113,110 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
5,889 | $851,608 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,905 | $393,446 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
4,245 | $350,806 | |
| 5 | C |
Citigroup Inc
|
1,637 | $229,114 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
665 | $63,234 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,889 | $39,868 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,421 | $33,507 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,806 | 4,245 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $355,299 | 4,463 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $421,450 | 4,522 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $377,190 | 4,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $359,738 | 4,490 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $282,062 | 3,929 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $312,146 | 4,444 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $258,893 | 4,583 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $275,807 | 4,644 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $369,900 | 6,382 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $15,645,610 | 317,871 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,317,908 | 325,940 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $35,449,879 | 830,597 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $31,398,115 | 839,971 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $34,600,524 | 837,988 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $33,871,313 | 842,151 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $33,291,209 | 849,916 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $40,995,560 | 845,967 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $40,199,179 | 837,832 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $39,113,094 | 842,773 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $37,961,625 | 838,190 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $32,592,194 | 834,200 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||