Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,104,632
+$482,261 QoQ
Shares Held
231,179
-1.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#386
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2026CallValue
$8,264
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KLCM Advisors, Inc. holds $76,543,232 across 6 Banks - Diversified names. WFC ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
244,934 | $34,280,962 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
231,179 | $19,104,632 | |
| 3 | BAC |
Bank Of America Corp /De/
|
301,505 | $17,179,754 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
15,506 | $5,075,578 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,779 | $667,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,622 | $234,557 |
All Filings in WFC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,104,632 | 231,179 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $8,264 | 100 | Call | Sole | 2026-08-06 | |
| 2026-03-31 | $7,961 | 100 | Call | Sole | 2026-04-30 | |
| 2026-03-31 | $18,622,371 | 233,920 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $20,759,368 | 222,740 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,281,533 | 230,035 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,160,617 | 239,149 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,339,869 | 241,536 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,254,877 | 245,656 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,526,163 | 274,848 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,636,021 | 263,277 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,496,272 | 422,641 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $21,469,911 | 436,203 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $17,525,466 | 428,915 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $18,034,092 | 422,542 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,600,169 | 417,340 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,425,494 | 422,027 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,207,905 | 378,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,054,470 | 358,807 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,275,672 | 232,680 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $17,922,881 | 373,549 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $17,680,956 | 380,973 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $17,480,943 | 385,978 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $16,336,260 | 418,128 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $12,789,469 | 423,773 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $10,576,655 | 449,879 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,764,838 | 459,564 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $9,611,400 | 334,892 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||