Mesirow Financial Investment Management, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1469475
CHICAGO, IL
Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,221,915
+$48,783 QoQ
Shares Held
14,786
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,231
of 2,853 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mesirow Financial Investment Management, Inc. holds $159,552,428 across 8 Banks - Diversified names. WFC ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
314,532 | $102,955,759 | |
| 2 | BAC |
Bank Of America Corp /De/
|
813,986 | $46,380,922 | |
| 3 | C |
Citigroup Inc
|
23,736 | $3,322,090 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
27,005 | $3,105,575 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,932 | $1,291,656 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
14,786 | $1,221,915 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
8,923 | $848,488 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,411 | $426,023 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,915 | 14,786 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,173,132 | 14,736 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,429,501 | 15,338 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,530,804 | 18,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,425,815 | 17,796 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,660,824 | 37,064 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,245,425 | 17,731 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,946,870 | 34,464 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $969,601 | 16,326 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,020,791 | 17,612 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $766,355 | 15,570 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||