Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,726,796
+$732,105 QoQ
Shares Held
299,211
-0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#352
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $759,748,382 across 14 Banks - Diversified names. WFC ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,227,148 | $401,682,353 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,670,790 | $209,161,612 | |
| 3 | C |
Citigroup Inc
|
480,378 | $67,233,704 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
299,211 | $24,726,796 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
159,699 | $23,094,071 | |
| 6 | RY |
Royal Bank Of Canada
|
74,069 | $15,330,060 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
81,418 | $14,386,560 | |
| 8 | BCS |
Barclays PLC
|
37,041 | $994,920 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,726,796 | 299,211 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,994,691 | 301,403 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,797,795 | 287,530 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,425,733 | 291,407 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,333,012 | 253,782 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $17,589,625 | 245,015 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $17,212,591 | 245,054 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,606,575 | 240,867 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,874,105 | 250,448 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,353,793 | 247,650 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $12,084,247 | 245,515 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $10,119,059 | 247,652 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $9,901,502 | 231,994 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $9,117,615 | 243,917 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $10,950,642 | 265,213 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,772,171 | 242,968 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,233,307 | 235,724 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $11,158,738 | 230,267 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $12,128,479 | 252,782 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $12,336,565 | 265,817 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,929,206 | 285,476 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $11,456,221 | 293,223 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,137,129 | 335,889 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,951,080 | 338,200 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $11,266,840 | 440,111 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,506,982 | 540,313 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||