FLPUTNAM INVESTMENT MANAGEMENT CO
Position in WFC — Wells Fargo & Company/Mn
CIK 1140334
PORTLAND, ME
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,043,577
-$3,134,992 QoQ
Shares Held
12,628
-75.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,329
of 2,858 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $167,815,808 across 12 Banks - Diversified names. WFC ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
343,254 | $112,357,331 | |
| 2 | BAC |
Bank Of America Corp /De/
|
706,054 | $40,230,956 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
61,997 | $8,965,386 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
12,628 | $1,043,577 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,367 | $1,041,579 | |
| 6 | C |
Citigroup Inc
|
7,074 | $990,077 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,759 | $819,617 | |
| 8 | UBS |
UBS Group AG
|
16,362 | $810,900 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,577 | 12,628 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,178,569 | 52,488 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,848,666 | 116,402 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,773,158 | 80,806 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,782,340 | 72,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,977,344 | 69,332 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $486,482 | 6,926 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $336,680 | 5,960 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $382,174 | 6,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $337,443 | 5,822 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $280,849 | 5,706 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $315,153 | 7,713 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $235,935 | 5,528 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $252,875 | 6,765 | Shares | Sole | 2023-04-27 | |
| 2021-03-31 | $539,166 | 13,800 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $431,574 | 14,300 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $336,193 | 14,300 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $369,331 | 14,427 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $430,126 | 14,987 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||