Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,025,066
-$489,036 QoQ
Shares Held
12,404
-34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,336
of 2,858 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SCS Capital Management LLC holds $66,337,800 across 8 Banks - Diversified names. WFC ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
108,904 | $35,647,546 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
819,852 | $16,306,856 | |
| 3 | BAC |
Bank Of America Corp /De/
|
138,209 | $7,875,148 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
27,826 | $4,023,917 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
12,404 | $1,025,066 | |
| 6 | RY |
Royal Bank Of Canada
|
4,016 | $831,191 | |
| 7 | C |
Citigroup Inc
|
2,347 | $328,486 | |
| 8 | UBS |
UBS Group AG
|
6,045 | $299,590 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,066 | 12,404 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,514,102 | 19,019 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,799,039 | 19,303 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,423,515 | 16,983 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,485,015 | 68,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,908,069 | 40,508 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||