MARIETTA INVESTMENT PARTNERS LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1114702
MILWAUKEE, WI
Position in WFC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$310,479
-$53,001 QoQ
Shares Held
3,900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026MARIETTA INVESTMENT PARTNERS LLC holds $30,274,912 across 9 Banks - Diversified names. WFC ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,351 | $8,339,730 | |
| 2 | SAN |
Banco Santander, S.A.
|
520,774 | $5,874,330 | |
| 3 | BAC |
Bank Of America Corp /De/
|
88,575 | $4,318,031 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
33,502 | $3,974,342 | |
| 5 | ING |
Ing Groep NV
|
112,240 | $2,923,852 | |
| 6 | BCS |
Barclays PLC
|
101,840 | $2,154,934 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
97,644 | $2,114,969 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
3,900 | $310,479 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,479 | 3,900 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $363,480 | 3,900 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $658,825 | 7,860 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $705,056 | 8,800 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $631,752 | 8,800 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $618,112 | 8,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $497,112 | 8,800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $522,632 | 8,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $510,048 | 8,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $433,136 | 8,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $359,568 | 8,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $375,584 | 8,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $328,944 | 8,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $322,062 | 7,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $315,525 | 7,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $307,288 | 7,845 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $566,982 | 11,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $561,366 | 11,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $542,997 | 11,700 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $530,255 | 11,708 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $458,564 | 11,737 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $353,106 | 11,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $275,067 | 11,700 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $299,520 | 11,700 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||