Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$48,440,758
+$5,761,758 QoQ
Shares Held
586,166
+9.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#247
of 2,858 holders
Holding Since
Mar 2021
22 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, 2026Lazard Freres Gestion S.A.S. holds $111,542,922 across 4 Banks - Diversified names. WFC ranks #2 (43.4% of the industry book) .
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,440,758 | 586,166 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $42,679,000 | 536,101 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $49,964,613 | 536,101 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $49,227,486 | 587,300 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $47,160 | 0 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $49,951,266 | 695,797 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $48,669,647 | 692,905 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $39,151,637 | 693,072 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $47,546,208 | 800,576 | Shares | Other | 2024-07-29 | |
| 2024-03-31 | $45,643,210 | 787,495 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $38,764,244 | 787,571 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $35,460,555 | 867,855 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $37,038,472 | 867,818 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $33,365 | 998,539 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $41,495,046 | 1,004,966 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $40,440,284 | 1,005,477 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $40,169,148 | 1,025,508 | Shares | Other | 2022-07-28 | |
| 2022-03-31 | $49,875,080 | 1,029,201 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $48,815,283 | 1,017,409 | Shares | Other | 2022-01-20 | |
| 2021-09-30 | $44,654,170 | 962,167 | Shares | Other | 2021-11-04 | |
| 2021-06-30 | $39,365,524 | 869,188 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $30,095,347 | 770,293 | Shares | Other | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||