Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,904,878
+$138,671 QoQ
Shares Held
35,151
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#854
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $42,186,747 across 15 Banks - Diversified names. WFC ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
91,710 | $30,019,434 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,706 | $8,245,347 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
35,151 | $2,904,878 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,051 | $730,425 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
6,424 | $160,985 | |
| 6 | C |
Citigroup Inc
|
549 | $76,838 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,195 | $16,491 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
79 | $13,959 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,904,878 | 35,151 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,766,207 | 34,747 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,197,784 | 34,311 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,839,821 | 33,880 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,680,974 | 33,462 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,363,470 | 32,922 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,245,221 | 31,965 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,488,680 | 26,353 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,522,937 | 25,643 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,419,324 | 24,488 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,177,194 | 23,917 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $961,394 | 23,529 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $992,096 | 23,245 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $749,132 | 20,041 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $836,741 | 20,265 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $755,653 | 18,788 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $708,741 | 18,094 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $899,466 | 18,561 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $875,347 | 18,244 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $841,506 | 18,132 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $823,643 | 18,186 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $640,865 | 16,403 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $471,532 | 15,624 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $410,625 | 17,466 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $668,595 | 26,117 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $851,643 | 29,674 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||