Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$265,605,289
-$99,944,484 QoQ
Shares Held
3,214,004
-30.0% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#83
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $3,891,186,713 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
|
7,975,997 | $2,610,783,097 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,976,270 | $397,507,864 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
3,214,004 | $265,605,289 | |
| 4 | C |
Citigroup Inc
|
1,260,451 | $176,412,721 | |
| 5 | TD |
Toronto Dominion Bank
|
629,309 | $76,416,991 | |
| 6 | RY |
Royal Bank Of Canada
|
364,198 | $75,378,060 | |
| 7 | BNS |
Bank Of Nova Scotia
|
642,680 | $55,810,331 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
480,915 | $55,305,225 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,605,289 | 3,214,004 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $365,549,773 | 4,591,757 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $511,731,935 | 5,490,686 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $501,275,954 | 5,980,386 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $519,643,177 | 6,485,811 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $472,893,148 | 6,587,173 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $438,962,912 | 6,249,472 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $209,937,853 | 3,716,372 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $247,599,938 | 4,169,051 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $286,493,845 | 4,942,958 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $202,037,763 | 4,104,790 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $57,718,468 | 1,412,591 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $53,909,491 | 1,263,109 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $64,027,491 | 1,712,881 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $169,339,827 | 4,101,231 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $163,429,786 | 4,063,396 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $149,125,164 | 3,807,127 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $180,118,211 | 3,716,843 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $296,144,842 | 6,172,256 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $200,044,642 | 4,310,378 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $190,281,722 | 4,201,407 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $145,497,695 | 3,724,026 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,107,705 | 268,645 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $7,228,901 | 307,482 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,517,580 | 332,718 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,101,135 | 526,172 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||