Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,346,202
+$47,899 QoQ
Shares Held
52,592
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#716
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NICOLET BANKSHARES INC holds $55,045,351 across 7 Banks - Diversified names. WFC ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,433 | $37,784,682 | |
| 2 | C |
Citigroup Inc
|
45,939 | $6,429,621 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
52,592 | $4,346,202 | |
| 4 | BAC |
Bank Of America Corp /De/
|
59,725 | $3,403,130 | |
| 5 | BCS |
Barclays PLC
|
58,462 | $1,570,289 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
5,366 | $948,172 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,895 | $563,255 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,346,202 | 52,592 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,298,303 | 53,992 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,666,416 | 17,880 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,316,812 | 15,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,352,345 | 16,879 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,213,107 | 16,898 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,046,435 | 14,898 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $798,090 | 14,128 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $947,923 | 15,961 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $961,034 | 16,581 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $783,483 | 15,918 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $656,538 | 16,068 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $685,782 | 16,068 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,087,309 | 29,088 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,218,137 | 29,502 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $965,601 | 24,008 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $945,602 | 24,141 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,170,890 | 24,162 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,159,292 | 24,162 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,134,074 | 24,436 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,157,159 | 25,550 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $998,238 | 25,550 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $771,099 | 25,550 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $608,673 | 25,890 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $678,246 | 26,494 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $807,388 | 28,132 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||