Convergence Investment Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1456133 PALM BEACH GARDENS, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$456,420

-$3,205,003 QoQ

Shares Held

5,523

-88.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,868

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $26,358,739 across 5 Banks - Diversified names. WFC ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	161,117	$9,180,446
2	BNY	Bank of New York Mellon Corp	59,706	$8,634,084
3	C	Citigroup Inc	38,127	$5,336,254
4	JPM	Jpmorgan Chase & Co	8,406	$2,751,535
5	WFC	Wells Fargo & Company/Mn This page	5,523	$456,420

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,420	5,523	-88.0%	Shares	Sole	2026-07-31
2026-03-31	$3,661,423	45,992	-8.5%	Shares	Sole	2026-05-07
2025-12-31	$4,684,138	50,259	+13.6%	Shares	Sole	2026-02-05
2025-09-30	$3,707,777	44,235	-6.3%	Shares	Sole	2025-11-04
2025-06-30	$3,781,183	47,194	-10.4%	Shares	Sole	2025-08-01
2025-03-31	$3,781,753	52,678	-11.3%	Shares	Sole	2025-05-06
2024-12-31	$4,170,078	59,369	+14.0%	Shares	Sole	2025-01-31
2024-09-30	$2,942,168	52,083	-0.8%	Shares	Sole	2024-10-29
2024-06-30	$3,119,459	52,525	+19.3%	Shares	Sole	2024-08-01
2024-03-31	$2,551,631	44,024	+5.8%	Shares	Sole	2024-05-03
2023-12-31	$2,048,930	41,628	+182.5%	Shares	Sole	2024-02-05
2023-09-30	$602,153	14,737	+12.7%	Shares	Sole	2023-11-02
2023-06-30	$557,870	13,071	-3.0%	Shares	Sole	2023-07-26
2023-03-31	$503,583	13,472	-0.4%	Shares	Sole	2023-05-09
2022-12-31	$558,488	13,526	-0.2%	Shares	Sole	2023-02-03
2022-09-30	$545,302	13,558	-23.4%	Shares	Sole	2022-11-08
2022-06-30	$693,152	17,696	-1.2%	Shares	Sole	2022-08-05
2022-03-31	$867,918	17,910	+2.6%	Shares	Sole	2022-04-26
2021-12-31	$837,298	17,451	-0.0%	Shares	Sole	2022-01-25
2021-09-30	$809,993	17,453	-23.2%	Shares	Sole	2021-10-25
2021-06-30	$1,029,305	22,727	-7.0%	Shares	Sole	2021-07-19
2021-03-31	$955,105	24,446	+2.3%	Shares	Sole	2021-04-30
2020-12-31	$721,120	23,894	-47.1%	Shares	Sole	2021-02-05
2020-09-30	$1,061,452	45,149	-52.2%	Shares	Sole	2020-10-28
2020-06-30	$2,418,304	94,465	+30.0%	Shares	Sole	2020-07-30
2020-03-31	$2,085,313	72,659	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.