SHEETS SMITH WEALTH MANAGEMENT
Position in WFC — Wells Fargo & Company/Mn
CIK 1157436
WINSTON-SALEM, NC
Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$725,000
+$27,697 QoQ
Shares Held
8,773
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,558
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $11,797,750 across 6 Banks - Diversified names. WFC ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,451 | $7,676,215 | |
| 2 | BCS |
Barclays PLC
|
39,467 | $1,060,083 | |
| 3 | C |
Citigroup Inc
|
7,345 | $1,028,006 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
8,773 | $725,000 | |
| 5 | BAC |
Bank Of America Corp /De/
|
12,415 | $707,406 | |
| 6 | RY |
Royal Bank Of Canada
|
2,904 | $601,040 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,000 | 8,773 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $697,303 | 8,759 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $807,205 | 8,661 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $708,781 | 8,456 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $676,693 | 8,446 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $741,447 | 10,328 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $725,930 | 10,335 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $579,304 | 10,255 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $611,241 | 10,292 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $589,569 | 10,172 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $499,583 | 10,150 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $486,560 | 11,908 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $506,995 | 11,879 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $481,865 | 12,891 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $532,145 | 12,888 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $517,993 | 12,879 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $504,117 | 12,870 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $652,756 | 13,470 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $665,146 | 13,863 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $643,103 | 13,857 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $618,253 | 13,651 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $533,227 | 13,648 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $396,685 | 13,144 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $315,128 | 13,404 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $299,136 | 11,685 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $272,850 | 9,507 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||