SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1232395
NEW YORK, NY
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,056,413
+$2,555 QoQ
Shares Held
24,884
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,002
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $214,901,205 across 8 Banks - Diversified names. WFC ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
748,879 | $104,813,104 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
247,889 | $81,141,506 | |
| 3 | BAC |
Bank Of America Corp /De/
|
347,007 | $19,772,458 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
43,647 | $6,311,792 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
24,884 | $2,056,413 | |
| 6 | ING |
Ing Groep NV
|
11,713 | $367,553 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
4,000 | $238,000 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
7,996 | $200,379 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,056,413 | 24,884 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,053,858 | 25,799 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,360,756 | 25,330 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,176,470 | 25,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,064,772 | 25,771 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,770,054 | 24,656 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,691,028 | 24,075 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,311,302 | 23,213 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,727,892 | 29,094 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,686,056 | 29,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,155,980 | 23,486 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,161,118 | 28,417 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,210,618 | 28,365 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,180,609 | 31,584 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,322,518 | 32,030 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,161,473 | 28,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,130,955 | 28,873 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,404,758 | 28,988 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,387,437 | 28,917 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,319,761 | 28,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,272,513 | 28,097 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,118,847 | 28,637 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,037,618 | 34,381 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $883,834 | 37,594 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,451,443 | 56,697 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,780,002 | 62,021 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||