Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,255,024
-$1,146,373 QoQ
Shares Held
39,388
-28.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#812
of 2,853 holders
Holding Since
Sep 2021
20 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, 2026BENJAMIN EDWARDS INC holds $98,608,222 across 16 Banks - Diversified names. WFC ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
173,008 | $56,630,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
398,893 | $22,728,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
39,388 | $3,255,024 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
21,367 | $3,089,881 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
148,216 | $2,948,016 | |
| 6 | C |
Citigroup Inc
|
19,448 | $2,721,941 | |
| 7 | ING |
Ing Groep NV
|
64,263 | $2,016,572 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
4,868 | $860,175 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,255,024 | 39,388 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $4,401,397 | 55,287 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,272,008 | 45,837 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,533,599 | 42,157 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $3,385,790 | 42,259 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,657,737 | 37,021 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,282,244 | 46,729 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,245,857 | 57,459 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $812,277 | 13,677 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $759,565 | 13,105 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $439,386 | 8,927 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $5,025 | 123 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,249 | 123 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,597 | 123 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $6,606 | 160 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $11,543 | 287 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $6,267 | 160 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,546 | 197 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $9,452 | 197 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $7,425 | 160 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||