Position in WFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$275,507,281
-$50,481,806 QoQ
Shares Held
3,460,712
-1.1% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,808,622,889 across 9 Banks - Diversified names. WFC ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,961,596 | $1,459,503,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,412,163 | $702,592,946 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
3,460,712 | $275,507,281 | |
| 4 | C |
Citigroup Inc
|
2,385,387 | $270,526,738 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804,280 | $95,411,735 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
36,889 | $1,935,934 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
12,800 | $1,212,800 | |
| 8 | TD |
Toronto Dominion Bank
|
11,000 | $1,026,410 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,507,281 | 3,460,712 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $325,989,087 | 3,497,737 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $293,131,112 | 3,497,150 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $287,849,287 | 3,592,727 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $353,667,906 | 4,926,423 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $265,102,757 | 3,774,242 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $219,614,760 | 3,887,675 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $259,661,512 | 4,372,142 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $263,566,666 | 4,547,389 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $222,507,524 | 4,520,673 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $181,953,665 | 4,453,100 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $195,346,658 | 4,577,007 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $174,364,504 | 4,664,647 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $190,198,173 | 4,606,398 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $190,796,721 | 4,743,827 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $194,203,998 | 4,957,978 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $239,706,274 | 4,946,477 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $247,143,875 | 5,150,977 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $254,530,214 | 5,484,383 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $248,338,747 | 5,483,302 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $163,675,948 | 5,423,325 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $148,500,797 | 6,316,495 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $153,161,062 | 5,982,854 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $169,302,045 | 5,899,026 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||