Advisors Capital Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1345576
RIDGEWOOD, NJ
Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$52,072,373
+$3,762,160 QoQ
Shares Held
630,111
+3.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#240
of 2,853 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Advisors Capital Management, LLC holds $377,766,774 across 12 Banks - Diversified names. WFC ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
444,797 | $145,595,402 | |
| 2 | C |
Citigroup Inc
|
852,020 | $119,248,719 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
630,111 | $52,072,373 | |
| 4 | TD |
Toronto Dominion Bank
|
415,292 | $50,428,907 | |
| 5 | BAC |
Bank Of America Corp /De/
|
101,497 | $5,783,299 | |
| 6 | UBS |
UBS Group AG
|
34,052 | $1,687,617 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
11,016 | $1,593,023 | |
| 8 | BCS |
Barclays PLC
|
16,191 | $434,890 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,072,373 | 630,111 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $48,310,213 | 606,836 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $57,074,188 | 612,384 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $50,028,889 | 596,861 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $58,308,211 | 727,761 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,755,636 | 720,931 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $52,136,412 | 742,261 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $42,512,057 | 752,559 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,131,818 | 743,085 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $42,931,899 | 740,716 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $36,001,378 | 731,438 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,085,871 | 736,316 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $28,998,883 | 679,449 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $25,114,276 | 671,864 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $27,071,210 | 655,636 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,390,634 | 656,157 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $23,438,113 | 598,369 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,606,062 | 569,667 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $27,049,588 | 563,768 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,330,949 | 545,808 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,468,514 | 562,343 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $22,184,922 | 567,825 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,124,603 | 401,743 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,906,267 | 421,364 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,362,662 | 443,854 | Shares | Sole | 2020-08-18 | |
| No filing history on record for this holder in this stock. | ||||||