Position in WFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$14,321,520
-$2,028,090 QoQ
Shares Held
179,896
+2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Calamos Wealth Management LLC holds $50,304,663 across 7 Banks - Diversified names. WFC ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
89,906 | $26,446,748 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
179,896 | $14,321,520 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
185,280 | $3,659,280 | |
| 4 | BAC |
Bank Of America Corp /De/
|
58,675 | $2,860,406 | |
| 5 | C |
Citigroup Inc
|
11,635 | $1,319,525 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
77,711 | $1,318,755 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,190 | $378,429 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,321,520 | 179,896 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $16,349,610 | 175,425 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,348,868 | 218,908 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $16,370,278 | 204,322 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $14,222,460 | 198,112 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,638,571 | 194,171 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,535,850 | 168,806 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,136,889 | 221,197 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $12,574,422 | 216,950 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,291,267 | 249,721 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $7,941,917 | 194,369 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,553,584 | 200,412 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,674,599 | 205,313 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,778,336 | 212,602 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,446,401 | 210,005 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,967,843 | 203,417 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,695,163 | 261,972 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $12,214,508 | 254,575 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $11,245,653 | 242,311 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,832,824 | 239,188 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $10,173,710 | 260,397 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $7,746,179 | 256,666 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||