Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,711,356
-$20,035,611 QoQ
Shares Held
492,635
-35.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#267
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $179,534,757 across 15 Banks - Diversified names. WFC ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
264,218 | $86,486,477 | |
| 2 | BAC |
Bank Of America Corp /De/
|
722,142 | $41,147,651 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
492,635 | $40,711,356 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
26,096 | $2,481,468 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
65,701 | $1,306,792 | |
| 6 | C |
Citigroup Inc
|
7,922 | $1,108,763 | |
| 7 | RY |
Royal Bank Of Canada
|
4,971 | $1,028,847 | |
| 8 | TD |
Toronto Dominion Bank
|
7,590 | $921,653 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,711,356 | 492,635 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $60,746,967 | 763,057 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $74,953,956 | 804,227 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $87,938,663 | 1,049,137 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $97,520,621 | 1,217,182 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $85,239,928 | 1,187,351 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $127,354,180 | 1,813,129 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $86,864,334 | 1,537,694 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $84,120,768 | 1,416,413 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $92,592,664 | 1,597,527 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $86,451,238 | 1,756,425 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $73,270,192 | 1,793,201 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $76,040,309 | 1,781,638 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $796,567 | 21,310 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $913,045 | 22,113 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $889,465 | 22,115 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $877,368 | 22,399 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,033,361 | 21,324 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,074,320 | 22,391 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $1,033,365 | 22,266 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,936,419 | 42,756 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,652,465 | 42,295 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,077,546 | 35,704 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $53,147,669 | 2,260,641 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $62,438,118 | 2,438,989 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $74,319,511 | 2,589,530 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||