ZACKS INVESTMENT MANAGEMENT

Position in WFC — Wells Fargo & Company/Mn

CIK 1086483 Chicago, IL

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$85,741,066

+$2,714,842 QoQ

Shares Held

1,037,525

-0.5% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#182

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $704,978,174 across 5 Banks - Diversified names. WFC ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	910,319	$297,974,718
2	BAC	Bank Of America Corp /De/	2,244,960	$127,917,820
3	BNY	Bank of New York Mellon Corp	847,536	$122,562,180
4	WFC	Wells Fargo & Company/Mn This page	1,037,525	$85,741,066
5	C	Citigroup Inc	505,733	$70,782,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,741,066	1,037,525	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$83,026,224	1,042,912	-0.6%	Shares	Sole	2026-05-14
2025-12-31	$97,827,473	1,049,651	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$88,385,004	1,054,462	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$83,925,700	1,047,500	+0.4%	Shares	Sole	2025-08-12
2025-03-31	$74,912,075	1,043,489	+6.0%	Shares	Sole	2025-05-14
2024-12-31	$69,123,464	984,104	+6195.8%	Shares	Sole	2025-02-13
2024-09-30	$882,995	15,631	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$916,625	15,434	+19.9%	Shares	Sole	2024-08-14
2024-03-31	$746,350	12,877	+81.6%	Shares	Sole	2024-05-15
2023-12-31	$349,068	7,092	-24.5%	Shares	Sole	2024-02-14
2023-09-30	$384,043	9,399	+15.2%	Shares	Sole	2023-11-14
2023-06-30	$348,183	8,158	+0.4%	Shares	Sole	2023-08-15
2023-03-31	$303,637	8,123	-4.1%	Shares	Sole	2023-05-15
2022-12-31	$349,726	8,470	-6.0%	Shares	Sole	2023-02-14
2022-09-30	$362,543	9,014	-39.4%	Shares	Sole	2022-11-14
2022-06-30	$582,262	14,865	+36.1%	Shares	Sole	2022-08-15
2022-03-31	$529,231	10,921	-38.4%	Shares	Sole	2022-05-13
2021-12-31	$850,877	17,734	+73.2%	Shares	Sole	2022-02-15
2021-09-30	$475,191	10,239	-43.4%	Shares	Sole	2021-11-15
2021-06-30	$818,933	18,082	-98.7%	Shares	Sole	2021-08-16
2021-03-31	$55,780,864	1,427,716	+2.1%	Shares	Sole	2021-05-17
2020-12-31	$42,186,388	1,397,826	-6.4%	Shares	Sole	2021-02-16
2020-09-30	$35,123,211	1,493,969	+3.4%	Shares	Sole	2020-11-16
2020-06-30	$36,970,521	1,444,161	-4.0%	Shares	Sole	2020-08-14
2020-03-31	$43,153,750	1,503,615	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.