Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$972,838
+$547,641 QoQ
Shares Held
11,772
+120.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,360
of 2,858 holders
Holding Since
Mar 2020
10 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, 2026FOSTER & MOTLEY INC holds $21,174,763 across 6 Banks - Diversified names. WFC ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,479 | $16,523,291 | |
| 2 | TD |
Toronto Dominion Bank
|
16,839 | $2,044,759 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
11,772 | $972,838 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,893 | $791,623 | |
| 5 | C |
Citigroup Inc
|
3,598 | $503,576 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,342 | $338,676 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,838 | 11,772 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $425,197 | 5,341 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $304,204 | 3,264 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $281,802 | 3,362 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $239,799 | 2,993 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $212,641 | 2,962 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $219,219 | 3,121 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $288,776 | 5,112 | Shares | Sole | 2024-10-30 | |
| 2020-06-30 | $678,988 | 26,523 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $938,777 | 32,710 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||