Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$142,058
+$10,622 QoQ
Shares Held
1,719
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,558
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026MOTCO holds $38,322,859 across 13 Banks - Diversified names. WFC ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,786 | $26,771,010 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
67,108 | $9,704,487 | |
| 3 | BNS |
Bank Of Nova Scotia
|
14,390 | $1,249,627 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,883 | $335,213 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,719 | $142,058 | |
| 6 | C |
Citigroup Inc
|
507 | $70,959 | |
| 7 | ING |
Ing Groep NV
|
371 | $11,641 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
111 | $10,554 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,058 | 1,719 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $131,436 | 1,651 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $156,669 | 1,681 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $140,900 | 1,681 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,616 | 145 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $29,289 | 408 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,759 | 82 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $61,122 | 1,082 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $64,259 | 1,082 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,752 | 82 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,090 | 205 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,376 | 205 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,749 | 205 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,065 | 82 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,385 | 82 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,254 | 429 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,211 | 82 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $13,665 | 282 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $28,692 | 598 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,753 | 598 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $405,571 | 8,955 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $337,525 | 8,639 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $268,058 | 8,882 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $208,815 | 8,882 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $75,340 | 2,943 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $84,550 | 2,946 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||