Position in WFC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$228,104,542
-$35,602,994 QoQ
Shares Held
2,865,275
+1.3% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.968912233555242.ToString("F0")%
Shared 0.ToString("F0")%
None 91.03108776644476.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$819,983
PutShares
10,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $2,807,001,853 across 18 Banks - Diversified names. WFC ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,390,938 | $1,585,798,322 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,659,709 | $422,160,813 | |
| 3 | C |
Citigroup Inc
|
2,232,638 | $253,203,475 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
2,865,275 | $228,104,542 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804,368 | $95,422,175 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
289,549 | $39,187,561 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
377,367 | $31,129,003 | |
| 8 | RY |
Royal Bank Of Canada
|
169,890 | $27,484,804 |
All Filings in WFC
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $819,983 | 10,300 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $228,104,542 | 2,865,275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $263,707,536 | 2,829,480 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $326,200 | 3,500 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $229,672,835 | 2,740,072 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $335,280 | 4,000 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $204,164,347 | 2,548,232 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $512,768 | 6,400 | Put | Sole | 2025-08-12 | |
| 2025-03-31 | $159,757,661 | 2,225,347 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $152,642,266 | 2,173,153 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $117,514,678 | 2,080,274 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $119,661,288 | 2,014,839 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $1,621,347 | 27,300 | Put | Sole | 2024-08-07 | |
| 2024-03-31 | $106,477,678 | 1,837,089 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $99,734,879 | 2,026,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,545,635 | 1,946,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $80,575,870 | 1,887,907 | Shares | Sole | 2023-07-31 | |
| 2023-06-30 | $234,740 | 5,500 | Put | Sole | 2023-07-31 | |
| 2023-03-31 | $67,994,182 | 1,818,999 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $71,980,609 | 1,743,294 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $71,603,505 | 1,780,296 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,479,696 | 1,748,269 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $84,792,642 | 1,749,745 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $76,221,028 | 1,588,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $67,435,911 | 1,453,047 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $65,392,192 | 1,443,855 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $57,179,570 | 1,463,516 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $47,829,656 | 1,584,813 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $36,157,651 | 1,537,969 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $40,614,272 | 1,586,495 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,128,899 | 805,885 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||