Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,433,473
+$52,558 QoQ
Shares Held
17,346
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,156
of 2,853 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SeaBridge Investment Advisors LLC holds $18,428,066 across 6 Banks - Diversified names. WFC ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,167 | $10,529,224 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,119 | $4,280,280 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
17,346 | $1,433,473 | |
| 4 | C |
Citigroup Inc
|
7,578 | $1,060,616 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
9,529 | $906,112 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,510 | $218,361 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,473 | 17,346 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,380,915 | 17,346 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,686,454 | 18,095 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,524,266 | 18,185 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,813,916 | 22,640 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,235,684 | 31,142 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $726,703 | 10,346 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $341,482 | 6,045 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $359,012 | 6,045 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $350,368 | 6,045 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $297,534 | 6,045 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $246,998 | 6,045 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $258,000 | 6,045 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $225,962 | 6,045 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $249,598 | 6,045 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $243,129 | 6,045 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $236,782 | 6,045 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $292,940 | 6,045 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $903,943 | 18,840 | Shares | Sole | 2022-02-02 | |
| 2020-09-30 | $2,821 | 120 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,072 | 120 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,444 | 120 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||