Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$525,123,814
+$22,461,498 QoQ
Shares Held
6,354,354
+0.6% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#57
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,864,006,307 across 19 Banks - Diversified names. WFC ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,273,067 | $2,380,693,021 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
6,354,354 | $525,123,814 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,107,517 | $518,946,318 | |
| 4 | C |
Citigroup Inc
|
2,782,648 | $389,459,414 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,239,139 | $323,801,890 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,822,539 | $95,920,300 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,104,333 | $84,239,795 | |
| 8 | UBS |
UBS Group AG
|
1,686,431 | $83,579,520 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,123,814 | 6,354,354 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $502,662,316 | 6,314,060 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $540,510,976 | 5,799,474 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $477,529,999 | 5,697,089 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $421,043,258 | 5,255,158 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $335,174,874 | 4,668,824 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $287,021,079 | 4,086,291 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $214,720,975 | 3,801,044 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $229,946,320 | 3,871,802 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,563,453 | 3,891,709 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $188,102,006 | 3,821,658 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $147,003,819 | 3,597,744 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $118,725,431 | 2,781,758 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $98,982,613 | 2,648,010 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $99,366,944 | 2,406,562 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $93,580,276 | 2,326,710 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $83,922,860 | 2,142,529 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $95,886,929 | 1,978,682 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $86,187,385 | 1,796,319 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $77,258,448 | 1,664,694 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $68,628,571 | 1,515,314 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $57,763,197 | 1,478,454 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $37,448,279 | 1,240,831 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $28,934,956 | 1,230,751 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $33,827,942 | 1,321,404 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $71,562,789 | 2,493,477 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||