Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15,123
+$555 QoQ
Shares Held
183
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,777
of 2,853 holders
Holding Since
Jun 2020
9 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, 2026PROFFITT & GOODSON INC holds $2,717,537 across 6 Banks - Diversified names. WFC ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,642 | $1,846,795 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,522 | $827,463 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
183 | $15,123 | |
| 4 | C |
Citigroup Inc
|
98 | $13,716 | |
| 5 | SAN |
Banco Santander, S.A.
|
716 | $9,880 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
182 | $4,560 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,123 | 183 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $14,568 | 183 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,055 | 183 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,428 | 196 | Shares | Sole | 2025-10-21 | |
| 2021-06-30 | $5,480 | 121 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,727 | 121 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,651 | 121 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,844 | 121 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,097 | 121 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||