Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,331,053
+$121,338 QoQ
Shares Held
40,308
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#805
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $65,689,889 across 14 Banks - Diversified names. WFC ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
159,923 | $52,347,595 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,942 | $4,213,215 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
40,308 | $3,331,053 | |
| 4 | C |
Citigroup Inc
|
18,581 | $2,600,596 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,580 | $530,602 | |
| 6 | RY |
Royal Bank Of Canada
|
1,905 | $394,277 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
19,666 | $391,156 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,642 | $345,258 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,331,053 | 40,308 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,209,715 | 40,318 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,733,032 | 40,054 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,496,299 | 41,712 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,326,342 | 41,517 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,944,395 | 41,014 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,255,413 | 46,347 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,333,827 | 41,314 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,488,203 | 41,896 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,410,324 | 41,586 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,221,593 | 45,136 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,811,650 | 44,338 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,634,644 | 38,300 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,353,043 | 36,197 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,483,590 | 35,931 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,167,586 | 29,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,142,745 | 29,174 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,382,515 | 28,529 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,396,170 | 29,099 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,421,167 | 30,622 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,430,711 | 31,590 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,234,221 | 31,590 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,002,549 | 33,219 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $866,484 | 36,856 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,037,798 | 40,539 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,368,301 | 47,676 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||