Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,079,824
+$156,283 QoQ
Shares Held
73,570
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#631
of 2,869 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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. WFC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,079,824 | 73,570 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,923,541 | 74,407 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,330,050 | 67,919 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,364,480 | 64,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,061,420 | 63,173 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,462,035 | 62,154 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,768,867 | 53,657 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,826,307 | 50,032 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,276,308 | 55,166 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,028,062 | 52,244 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,402,428 | 48,810 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,751,259 | 42,860 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,748,300 | 40,963 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,329,793 | 35,575 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,418,270 | 34,349 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,470,966 | 36,573 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,104,554 | 28,199 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,582,897 | 32,664 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,561,125 | 32,537 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,076,712 | 23,200 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,033,110 | 22,811 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $671,847 | 17,196 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $429,521 | 14,232 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $354,342 | 15,072 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $568,089 | 22,191 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $641,875 | 22,365 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||