Position in WFC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$5,923,541
-$406,509 QoQ
Shares Held
74,407
+9.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.2781996317550768.ToString("F0")%
Shared 0.ToString("F0")%
None 99.72180036824493.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026SIGNATUREFD, LLC holds $86,987,490 across 19 Banks - Diversified names. WFC ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,876 | $24,672,964 | |
| 2 | BAC |
Bank Of America Corp /De/
|
195,635 | $9,537,206 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
74,407 | $5,923,541 | |
| 4 | RY |
Royal Bank Of Canada
|
30,788 | $4,980,882 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
291,215 | $4,941,918 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
58,089 | $4,791,761 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
224,694 | $4,437,706 | |
| 8 | SAN |
Banco Santander, S.A.
|
360,794 | $4,069,756 |
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||