Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$18,121,463
+$508,547 QoQ
Shares Held
219,282
-0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#397
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $103,976,826 across 6 Banks - Diversified names. WFC ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
171,069 | $55,996,014 | |
| 2 | C |
Citigroup Inc
|
152,055 | $21,281,617 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
219,282 | $18,121,463 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
70,388 | $8,094,620 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,890 | $273,312 | |
| 6 | BAC |
Bank Of America Corp /De/
|
3,682 | $209,800 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,121,463 | 219,282 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $17,612,916 | 221,240 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,831,504 | 223,514 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,500,079 | 220,712 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $17,712,288 | 221,072 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $14,997,792 | 208,912 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $13,759,735 | 195,896 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,028,528 | 142,123 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $8,461,471 | 142,473 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,684,916 | 132,590 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,306,804 | 128,135 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,284,342 | 129,328 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,485,062 | 128,516 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,893,976 | 130,925 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,041,509 | 122,100 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,857,369 | 120,770 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,832,794 | 123,380 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,976,329 | 123,325 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,994,381 | 124,935 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $5,606,095 | 120,795 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $5,340,143 | 117,910 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $4,393,226 | 112,445 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $3,190,931 | 105,730 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $3,278,587 | 139,455 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,529,523 | 137,872 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,430,189 | 154,362 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||