Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,960,881
+$157,397 QoQ
Shares Held
23,728
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,022
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2021CallValue
$78,140
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ASPIRIANT, LLC holds $20,248,594 across 8 Banks - Diversified names. WFC ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,003 | $8,838,891 | |
| 2 | RY |
Royal Bank Of Canada
|
29,286 | $6,061,323 | |
| 3 | BAC |
Bank Of America Corp /De/
|
36,398 | $2,073,958 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
23,728 | $1,960,881 | |
| 5 | TD |
Toronto Dominion Bank
|
4,240 | $514,863 | |
| 6 | C |
Citigroup Inc
|
2,770 | $387,689 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,435 | $207,515 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in WFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,881 | 23,728 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,803,484 | 22,654 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,030,082 | 21,782 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,817,804 | 21,687 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,814,718 | 22,650 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,570,836 | 21,881 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,548,862 | 22,051 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,380,050 | 24,430 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,392,873 | 23,453 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,483,833 | 25,601 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,296,799 | 26,347 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,109,594 | 27,156 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,120,563 | 26,255 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $975,132 | 26,087 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,274,952 | 30,878 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,204,347 | 29,944 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,181,171 | 30,155 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,469,597 | 30,326 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,226,272 | 25,558 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,147,069 | 24,716 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,125,048 | 24,841 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $867,705 | 22,209 | Shares | Sole | 2021-05-11 | |
| 2021-03-31 | $78,140 | 2,000 | Call | Sole | 2021-05-11 | |
| 2020-12-31 | $670,237 | 22,208 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $788,901 | 33,556 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $625,433 | 24,431 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $830,979 | 28,954 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||