Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$122,799,734
-$16,363 QoQ
Shares Held
1,485,960
-3.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#141
of 2,869 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $1,407,718,950 across 8 Banks - Diversified names. WFC ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,889,723 | $618,563,029 | |
| 2 | SAN |
Banco Santander, S.A.
|
14,003,466 | $193,247,830 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,206,471 | $182,704,717 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,274,113 | $124,792,107 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,485,960 | $122,799,734 | |
| 6 | C |
Citigroup Inc
|
830,979 | $116,303,820 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
336,313 | $48,634,222 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
28,562 | $673,491 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,799,734 | 1,485,960 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||