Cheviot Value Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1427147
BEVERLY HILLS, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$656,988
-$99,307 QoQ
Shares Held
7,950
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,627
of 2,858 holders
Holding Since
Mar 2020
7 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, 2026Cheviot Value Management, LLC holds $4,820,932 across 7 Banks - Diversified names. WFC ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,932 | $793,845 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
7,950 | $656,988 | |
| 4 | C |
Citigroup Inc
|
2,883 | $403,504 | |
| 5 | UBS |
UBS Group AG
|
4,869 | $241,307 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
728 | $17,166 | |
| 7 | TD |
Toronto Dominion Bank
|
1 | $121 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,988 | 7,950 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $756,295 | 9,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $885,400 | 9,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $821,436 | 9,800 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $785,176 | 9,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $696,363 | 9,700 | Shares | Sole | 2025-05-09 | |
| 2020-03-31 | $205,865 | 7,173 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||