CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Position in WFC — Wells Fargo & Company/Mn
CIK 1365707
Norwell, MA
Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,018,455
+$60,349 QoQ
Shares Held
12,324
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,335
of 2,853 holders
Holding Since
Mar 2021
17 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,222,925 across 10 Banks - Diversified names. WFC ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
276,622 | $13,709,386 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
38,707 | $12,669,962 | |
| 3 | BCS |
Barclays PLC
|
396,837 | $10,659,041 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,390 | $1,389,742 | |
| 5 | C |
Citigroup Inc
|
8,700 | $1,217,652 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
12,324 | $1,018,455 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,714 | $448,254 | |
| 8 | RY |
Royal Bank Of Canada
|
2,083 | $431,118 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,455 | 12,324 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $958,106 | 12,035 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $742,897 | 7,971 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $15,590 | 186 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,688 | 71 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,820 | 95 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,672 | 95 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,824 | 50 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $379,556 | 10,154 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $411,041 | 9,955 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $352,769 | 8,771 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $356,016 | 9,089 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $441,470 | 9,110 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $522,454 | 10,889 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $449,898 | 9,694 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $419,340 | 9,259 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $361,749 | 9,259 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||