Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$218,400,413
-$39,035,080 QoQ
Shares Held
2,642,793
-18.3% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#100
of 2,859 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$9,844
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $1,708,784,529 across 18 Banks - Diversified names. WFC ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,626,400 | $859,699,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,935,356 | $395,176,584 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,642,793 | $218,400,413 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
352,843 | $51,024,626 | |
| 5 | C |
Citigroup Inc
|
321,021 | $44,930,099 | |
| 6 | ING |
Ing Groep NV
|
778,645 | $24,433,880 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
251,966 | $23,959,446 | |
| 8 | TD |
Toronto Dominion Bank
|
182,119 | $22,114,710 |
All Filings in WFC
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,400,413 | 2,642,793 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $257,435,493 | 3,233,708 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $317,718,147 | 3,408,993 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $287,614,415 | 3,431,334 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $256,527,975 | 3,201,797 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $217,350,829 | 3,027,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $189,376,873 | 2,696,140 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $132,598,073 | 2,347,284 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $135,158,039 | 2,275,771 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $126,164,140 | 2,176,745 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,844 | 200 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $127,814,053 | 2,596,791 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $105,407,849 | 2,579,732 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $98,519,353 | 2,308,326 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $90,398,633 | 2,418,369 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3 | 2 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $96,637,015 | 2,340,446 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $160 | 4 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $94,059,618 | 2,338,628 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $90,782,193 | 2,317,646 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $581 | 12 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $112,124,954 | 2,313,763 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $959 | 20 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $117,137,940 | 2,441,391 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,000 | 2,000 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $109,292,115 | 2,354,926 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $106,595,947 | 2,353,631 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $91,537,376 | 2,342,907 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $48,068,475 | 2,044,597 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $56,622,387 | 2,211,812 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $62,079,936 | 2,163,064 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||