Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$649,963
-$13,029 QoQ
Shares Held
7,865
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EAGLE GLOBAL ADVISORS LLC holds $92,558,526 across 8 Banks - Diversified names. WFC ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
185,135 | $56,274,992 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
320,000 | $7,545,600 | |
| 3 | ING |
Ing Groep NV
|
237,470 | $7,451,808 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
352,839 | $7,017,967 | |
| 5 | BCS |
Barclays PLC
|
255,438 | $6,861,064 | |
| 6 | SAN |
Banco Santander, S.A.
|
368,450 | $5,084,610 | |
| 7 | C |
Citigroup Inc
|
11,950 | $1,672,522 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
7,865 | $649,963 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,963 | 7,865 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $662,992 | 8,328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $771,509 | 8,278 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $705,596 | 8,418 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $674,450 | 8,418 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $604,328 | 8,418 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $591,280 | 8,418 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $480,899 | 8,513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,216,098 | 188,855 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,930,502 | 188,587 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,288,404 | 188,712 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,871,025 | 192,634 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,260,927 | 193,555 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,557,002 | 202,167 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,356,228 | 202,379 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,181,029 | 203,407 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,025,776 | 204,896 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,959,693 | 205,524 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $9,760,427 | 203,427 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $9,436,359 | 203,326 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,237,438 | 203,962 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $7,710,698 | 197,356 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||