Position in WFC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,657,203
-$733,449 QoQ
Shares Held
45,939
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $500,324,710 across 10 Banks - Diversified names. WFC ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,065,620 | $313,462,778 | |
| 2 | RY |
Royal Bank Of Canada
|
792,275 | $128,174,249 | |
| 3 | BAC |
Bank Of America Corp /De/
|
990,060 | $48,265,425 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
45,939 | $3,657,203 | |
| 5 | C |
Citigroup Inc
|
20,690 | $2,346,451 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
14,258 | $1,691,426 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
54,010 | $1,169,856 | |
| 8 | SAN |
Banco Santander, S.A.
|
82,371 | $929,144 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,657,203 | 45,939 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,390,652 | 47,110 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,071,891 | 48,579 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $4,712,418 | 58,817 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,641,475 | 50,724 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,205,830 | 59,878 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,763,419 | 66,621 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,897,824 | 65,631 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $4,836,008 | 83,437 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $4,178,531 | 84,895 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,485,406 | 109,775 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $4,226,216 | 99,021 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,242,079 | 86,733 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,562,294 | 86,275 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $3,465,234 | 86,157 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $3,391,925 | 86,595 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $4,135,188 | 85,332 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $3,510,408 | 73,164 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $2,872,360 | 61,891 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $3,176,866 | 70,145 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $2,825,893 | 72,329 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $2,853,518 | 94,550 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $2,656,230 | 112,983 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $3,490,918 | 136,364 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $4,433,202 | 154,467 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||