Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,425,369
+$64,072 QoQ
Shares Held
89,852
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#574
of 2,858 holders
Holding Since
Mar 2020
14 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, 2026GAM Holding AG holds $63,131,237 across 8 Banks - Diversified names. WFC ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
762,272 | $37,778,200 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
38,045 | $12,453,269 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
89,852 | $7,425,369 | |
| 4 | BAC |
Bank Of America Corp /De/
|
66,056 | $3,763,870 | |
| 5 | RY |
Royal Bank Of Canada
|
2,300 | $476,031 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,600 | $459,420 | |
| 7 | TD |
Toronto Dominion Bank
|
3,400 | $412,862 | |
| 8 | C |
Citigroup Inc
|
2,588 | $362,216 |
All Filings in WFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,425,369 | 89,852 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,361,297 | 92,467 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $13,121,814 | 140,792 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,187,733 | 121,543 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,415,720 | 17,670 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $1,034,284 | 14,725 | Shares | Sole | 2025-01-31 | |
| 2021-12-31 | $6,250,690 | 130,277 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $12,187,730 | 262,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,892,565 | 262,587 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,333,936 | 264,498 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,509,718 | 248,831 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,877,851 | 250,015 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $6,386,994 | 249,492 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,715,708 | 94,624 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||