Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,042,778
+$131,900 QoQ
Shares Held
24,719
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,004
of 2,853 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Welch Group, LLC holds $100,197,502 across 7 Banks - Diversified names. WFC ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
276,835 | $90,616,400 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
16,936 | $2,449,114 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
24,719 | $2,042,778 | |
| 4 | BAC |
Bank Of America Corp /De/
|
31,739 | $1,808,488 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
67,195 | $1,683,906 | |
| 6 | RY |
Royal Bank Of Canada
|
6,475 | $1,340,130 | |
| 7 | C |
Citigroup Inc
|
1,834 | $256,686 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042,778 | 24,719 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,910,878 | 24,003 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,236,427 | 23,996 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,961,807 | 23,405 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,800,056 | 22,467 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,540,685 | 21,461 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,513,320 | 21,545 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,206,626 | 21,360 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,257,048 | 21,166 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $850,041 | 14,666 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $721,860 | 14,666 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $537,840 | 13,163 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $577,375 | 13,528 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $487,061 | 13,030 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $536,687 | 12,998 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $534,362 | 13,286 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $508,661 | 12,986 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $639,187 | 13,190 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $595,383 | 12,409 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $575,808 | 12,407 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $273,234 | 6,033 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $227,895 | 5,833 | Shares | Sole | 2021-04-23 | |
| 2020-03-31 | $220,272 | 7,675 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||