Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,262,352
+$298,294 QoQ
Shares Held
27,376
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#971
of 2,859 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026COOKSON PEIRCE & CO INC holds $117,035,668 across 6 Banks - Diversified names. WFC ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
|
594,134 | $56,496,202 | |
| 2 | C |
Citigroup Inc
|
221,764 | $31,038,089 | |
| 3 | BCS |
Barclays PLC
|
825,753 | $22,179,725 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
11,520 | $3,770,841 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
27,376 | $2,262,352 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
51,415 | $1,288,459 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,352 | 27,376 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,964,058 | 24,671 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $547,922 | 5,879 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $412,059 | 4,916 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $228,662 | 2,854 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||