Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$24,102,038
-$3,958,618 QoQ
Shares Held
291,651
-3.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#354
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, 2026Janney Montgomery Scott LLC holds $903,140,538 across 17 Banks - Diversified names. WFC ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,785,762 | $584,533,475 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,948,232 | $111,010,259 | |
| 3 | C |
Citigroup Inc
|
676,796 | $94,724,368 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
291,651 | $24,102,038 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
240,037 | $22,825,118 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
148,584 | $21,486,732 | |
| 7 | RY |
Royal Bank Of Canada
|
75,613 | $15,649,622 | |
| 8 | BCS |
Barclays PLC
|
274,427 | $7,371,109 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,102,038 | 291,651 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $28,060,656 | 301,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,784,622 | 271,828 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $20,323,733 | 289,347 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,382,664 | 290,010 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $18,074,826 | 311,850 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $15,908,050 | 323,203 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,153,200 | 321,909 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,675,098 | 320,410 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,735,525 | 313,952 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $11,893,749 | 288,054 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,551,103 | 287,198 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,204,146 | 286,039 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,230,555 | 376,198 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $17,761,572 | 370,187 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $15,853,330 | 341,593 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $14,326,721 | 316,333 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $11,666,458 | 298,604 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,036,616 | 299,424 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $11,108,616 | 472,506 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $17,938,073 | 700,706 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $31,984,169 | 1,114,431 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||