Harel Insurance Investments & Financial Services Ltd.
InsurancePosition in WFC — Wells Fargo & Company/Mn
CIK 1429390
Ramat Gan, L3
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$132,224
-$82,723 QoQ
Shares Held
1,600
-40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,570
of 2,859 holders
Holding Since
Mar 2020
24 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, 2026Harel Insurance Investments & Financial Services Ltd. holds $26,719,382 across 6 Banks - Diversified names. WFC ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
70,862 | $9,917,845 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
26,975 | $8,829,726 | |
| 3 | BAC |
Bank Of America Corp /De/
|
134,358 | $7,655,718 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,600 | $132,224 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
900 | $130,149 | |
| 6 | BCS |
Barclays PLC
|
2,000 | $53,720 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,224 | 1,600 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $214,947 | 2,700 | Shares | Defined | 2026-05-05 | |
| 2025-09-30 | $444,246 | 5,300 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $272,408 | 3,400 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $244,086 | 3,400 | Shares | Defined | 2025-04-29 | |
| 2024-09-30 | $214,662 | 3,800 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $281,449 | 4,739 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $10,258 | 177 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $274,499 | 5,577 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $268,736 | 6,577 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $255,098 | 5,977 | Shares | Defined | 2023-07-17 | |
| 2023-03-31 | $174,190 | 4,660 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $176,845 | 4,283 | Shares | Defined | 2023-01-26 | |
| 2022-09-30 | $51,602 | 1,283 | Shares | Defined | 2022-10-31 | |
| 2022-06-30 | $26,753 | 683 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $5,774,299 | 119,156 | Shares | Defined | 2022-05-03 | |
| 2021-12-31 | $5,717,104 | 119,156 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,075,923 | 23,183 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $1,136,009 | 25,083 | Shares | Defined | 2021-07-26 | |
| 2021-03-31 | $69,661 | 1,783 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $356,697 | 11,819 | Shares | Defined | 2021-01-26 | |
| 2020-09-30 | $277,300 | 11,795 | Shares | Defined | 2020-10-20 | |
| 2020-06-30 | $17,484 | 683 | Shares | Defined | 2020-07-14 | |
| 2020-03-31 | $121,515 | 4,234 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||