LOGAN CAPITAL MANAGEMENT INC
Position in WFC — Wells Fargo & Company/Mn
CIK 1121330
Newtown Square, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,394,512
+$12,394,512 QoQ
Shares Held
149,982
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#467
of 2,858 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)
Derivatives in WFC
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$11,407,396
PutShares
143,291
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $57,750,755 across 8 Banks - Diversified names. WFC ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
69,053 | $22,603,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
149,982 | $12,394,512 | |
| 3 | ING |
Ing Groep NV
|
347,862 | $10,915,909 | |
| 4 | RY |
Royal Bank Of Canada
|
44,578 | $9,226,308 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
15,093 | $2,182,598 | |
| 6 | BAC |
Bank Of America Corp /De/
|
6,331 | $360,740 | |
| 7 | TD |
Toronto Dominion Bank
|
496 | $60,229 | |
| 8 | SAN |
Banco Santander, S.A.
|
532 | $7,341 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,394,512 | 149,982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,407,396 | 143,291 | Put | Sole | 2026-05-08 | |
| 2025-12-31 | $9,683,386 | 103,899 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,127,495 | 108,894 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,589,082 | 119,684 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,969,474 | 166,729 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,413,458 | 205,203 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,778,390 | 208,504 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $14,828,910 | 249,687 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,728,446 | 254,114 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,056,686 | 265,272 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,151,306 | 272,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,603,608 | 61,003 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,262,798 | 60,535 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,377,106 | 57,571 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $918,705 | 22,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $814,696 | 20,799 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $901,210 | 18,597 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $883,743 | 18,419 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $850,184 | 18,319 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $961,506 | 21,230 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $781,048 | 19,991 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $509,076 | 16,868 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $449,440 | 19,117 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $998,784 | 39,015 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,166,349 | 319,385 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||