Position in WFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$20,664,048
-$4,624,280 QoQ
Shares Held
259,566
-4.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 52.25260627354893.ToString("F0")%
Shared 0.ToString("F0")%
None 47.74739372645108.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $164,087,301 across 18 Banks - Diversified names. WFC ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
201,029 | $59,134,690 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
259,566 | $20,664,048 | |
| 3 | BAC |
Bank Of America Corp /De/
|
319,930 | $15,596,586 | |
| 4 | C |
Citigroup Inc
|
93,920 | $10,651,467 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
102,919 | $8,489,787 | |
| 6 | SAN |
Banco Santander, S.A.
|
680,036 | $7,670,805 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
333,543 | $5,660,224 | |
| 8 | BCS |
Barclays PLC
|
224,566 | $4,751,816 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||