New York Life Investment Management LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1133639 New York, NY

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$35,232,654

+$1,004,176 QoQ

Shares Held

426,339

-0.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#291

of 2,858 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New York Life Investment Management LLC holds $260,828,949 across 5 Banks - Diversified names. WFC ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	373,305	$122,193,925
2	BAC	Bank Of America Corp /De/	971,595	$55,361,483
3	WFC	Wells Fargo & Company/Mn This page	426,339	$35,232,654
4	C	Citigroup Inc	237,658	$33,262,613
5	BNY	Bank of New York Mellon Corp	102,194	$14,778,274

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,232,654	426,339	-0.8%	Shares	Sole	2026-08-10
2026-03-31	$34,228,478	429,952	-0.2%	Shares	Sole	2026-05-07
2025-12-31	$40,139,469	430,681	-1.0%	Shares	Sole	2026-02-05
2025-09-30	$36,479,050	435,207	-1.7%	Shares	Sole	2025-11-06
2025-06-30	$35,476,174	442,788	+0.6%	Shares	Sole	2025-08-01
2025-03-31	$31,589,466	440,026	-1.6%	Shares	Sole	2025-05-08
2024-12-31	$31,406,551	447,132	-1.8%	Shares	Sole	2025-02-05
2024-09-30	$25,733,285	455,537	-5.4%	Shares	Sole	2024-11-07
2024-06-30	$28,590,226	481,398	-2.6%	Shares	Sole	2024-08-05
2024-03-31	$28,638,731	494,112	-4.5%	Shares	Sole	2024-05-06
2023-12-31	$25,456,189	517,192	-1.5%	Shares	Sole	2024-02-06
2023-09-30	$21,452,520	525,025	-1.8%	Shares	Sole	2023-11-08
2023-06-30	$22,810,880	534,463	-1.5%	Shares	Sole	2023-08-07
2023-03-31	$20,275,509	542,416	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$22,337,146	540,982	+0.6%	Shares	Sole	2023-02-10
2022-09-30	$21,636,027	537,942	+0.3%	Shares	Sole	2022-11-10
2022-06-30	$21,002,248	536,182	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.