Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,728,398
-$2,403,818 QoQ
Shares Held
238,727
-14.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#379
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GUGGENHEIM CAPITAL LLC holds $126,675,879 across 13 Banks - Diversified names. WFC ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
226,975 | $74,295,725 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
238,727 | $19,728,398 | |
| 3 | C |
Citigroup Inc
|
83,426 | $11,676,302 | |
| 4 | BAC |
Bank Of America Corp /De/
|
160,746 | $9,159,305 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
96,583 | $2,420,369 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
13,646 | $1,973,347 | |
| 7 | BCS |
Barclays PLC
|
67,039 | $1,800,666 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
18,204 | $1,731,017 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,728,398 | 238,727 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $22,132,216 | 278,008 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,991,143 | 332,523 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,942,122 | 345,289 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,552,994 | 406,303 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $25,775,911 | 359,046 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $20,229,680 | 288,008 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $19,764,549 | 349,877 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $20,397,494 | 343,450 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $20,915,735 | 360,865 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,442,874 | 334,069 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,512,924 | 306,239 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,194,036 | 355,999 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $14,546,986 | 389,165 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $15,481,023 | 374,934 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,157,680 | 352,006 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,472,196 | 318,412 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $19,087,182 | 393,875 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $36,778,586 | 766,540 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,846,910 | 427,643 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,218,998 | 468,514 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,194,192 | 491,277 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,826,724 | 458,142 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,210,485 | 434,304 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,049,713 | 392,567 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,108,862 | 317,382 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||