Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$122,816,097
-$26,223,750 QoQ
Shares Held
1,542,722
-3.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Chevy Chase Trust Holdings, LLC holds $1,255,544,277 across 8 Banks - Diversified names. WFC ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,936,695 | $569,698,201 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,330,535 | $162,363,581 | |
| 3 | SAN |
Banco Santander, S.A.
|
13,815,641 | $155,840,430 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,542,722 | $122,816,097 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,189,329 | $105,032,913 | |
| 6 | C |
Citigroup Inc
|
868,284 | $98,472,088 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
343,638 | $40,765,775 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
28,111 | $555,192 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,816,097 | 1,542,722 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $149,039,847 | 1,599,140 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $137,708,129 | 1,642,903 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $138,687,238 | 1,730,994 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $124,383,999 | 1,732,609 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $123,255,957 | 1,754,783 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $103,503,858 | 1,832,251 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $113,436,443 | 1,910,026 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $115,910,204 | 1,999,831 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $100,180,763 | 2,035,367 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $84,310,359 | 2,063,396 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $92,429,770 | 2,165,646 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $83,048,977 | 2,221,749 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $90,797,948 | 2,199,030 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $93,450,365 | 2,323,480 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $89,950,144 | 2,296,404 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $113,761,109 | 2,347,526 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $115,248,918 | 2,402,020 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $117,516,802 | 2,532,144 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $119,862,520 | 2,646,556 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $108,737,083 | 2,783,135 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $90,265,391 | 2,990,901 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $72,348,144 | 3,077,335 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $77,191,653 | 3,015,299 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $94,489,670 | 3,292,323 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||