Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,629,945
+$965,897 QoQ
Shares Held
261,737
+0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#369
of 2,869 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $189,862,953 across 18 Banks - Diversified names. WFC ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
198,839 | $65,085,969 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
261,737 | $21,629,945 | |
| 3 | BAC |
Bank Of America Corp /De/
|
353,557 | $20,145,677 | |
| 4 | C |
Citigroup Inc
|
89,208 | $12,485,551 | |
| 5 | SAN |
Banco Santander, S.A.
|
682,907 | $9,424,116 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
87,615 | $8,331,310 | |
| 7 | UBS |
UBS Group AG
|
150,741 | $7,470,723 | |
| 8 | RY |
Royal Bank Of Canada
|
30,797 | $6,374,055 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,629,945 | 261,737 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,664,048 | 259,566 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $25,288,328 | 271,334 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,055,024 | 239,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,355,434 | 216,618 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $10,859,098 | 151,262 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $10,859,174 | 154,601 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $8,053,948 | 142,573 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $8,257,229 | 139,034 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $7,774,000 | 134,127 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $6,336,533 | 128,739 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $4,800,232 | 117,480 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,758,571 | 88,064 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,989,652 | 79,980 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,589,458 | 38,495 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,640,252 | 40,782 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,434,992 | 36,635 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,745,916 | 36,028 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,695,037 | 35,328 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $520,116 | 11,207 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $507,565 | 11,207 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $224,066 | 5,735 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||