Position in WFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$502,662,316
-$37,848,660 QoQ
Shares Held
6,314,060
+8.9% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,250,535,577 across 19 Banks - Diversified names. WFC ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,190,378 | $2,115,121,592 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
6,314,060 | $502,662,316 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,978,547 | $437,704,166 | |
| 4 | C |
Citigroup Inc
|
2,903,455 | $329,280,831 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,116,407 | $251,069,362 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,086,159 | $86,312,118 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,260,112 | $70,614,063 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
3,162,585 | $68,501,591 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||