WRIGHT INVESTORS SERVICE INC

Position in WFC — Wells Fargo & Company/Mn

CIK 108572 SHELTON, CT

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,230,178

-$673,694 QoQ

Shares Held

14,886

-37.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,230

of 2,858 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

WRIGHT INVESTORS SERVICE INC holds $18,039,739 across 5 Banks - Diversified names. WFC ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	24,858	$8,136,768
2	BAC	Bank Of America Corp /De/	91,699	$5,225,008
3	C	Citigroup Inc	20,244	$2,833,350
4	WFC	Wells Fargo & Company/Mn This page	14,886	$1,230,178
5	TD	Toronto Dominion Bank	5,060	$614,435

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,230,178	14,886	-37.8%	Shares	Sole	2026-08-05
2026-03-31	$1,903,872	23,915	-3.5%	Shares	Sole	2026-04-29
2025-12-31	$2,310,427	24,790	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$2,083,932	24,862	-9.7%	Shares	Sole	2025-10-28
2025-06-30	$2,205,382	27,526	+41.3%	Shares	Sole	2025-07-11
2025-03-31	$1,398,540	19,481	+45.4%	Shares	Sole	2025-04-09
2024-12-31	$941,004	13,397	+0.7%	Shares	Sole	2025-01-13
2024-09-30	$751,655	13,306	-48.3%	Shares	Sole	2024-10-04
2024-06-30	$1,527,925	25,727	-0.3%	Shares	Sole	2024-07-26
2024-03-31	$1,496,236	25,815	-2.4%	Shares	Sole	2024-05-02
2023-12-31	$1,302,311	26,459	-0.7%	Shares	Sole	2024-01-31
2023-09-30	$1,088,223	26,633	+83.1%	Shares	Sole	2023-10-31
2023-06-30	$620,651	14,542	-49.7%	Shares	Sole	2023-07-27
2022-03-31	$1,400,687	28,904	+6.6%	Shares	Sole	2022-04-22
2021-12-31	$1,301,169	27,119	—	Shares	Sole	2022-01-27
No filing history on record for this holder in this stock.