RiverFront Investment Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1469751
RICHMOND, VA
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,350,886
-$6,854,160 QoQ
Shares Held
40,548
-68.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#805
of 2,858 holders
Holding Since
Jun 2024
9 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, 2026RiverFront Investment Group, LLC holds $90,043,409 across 10 Banks - Diversified names. WFC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
203,413 | $66,583,177 | |
| 2 | BAC |
Bank Of America Corp /De/
|
224,822 | $12,810,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
27,361 | $3,956,674 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
40,548 | $3,350,886 | |
| 5 | RY |
Royal Bank Of Canada
|
6,167 | $1,276,383 | |
| 6 | C |
Citigroup Inc
|
5,047 | $706,378 | |
| 7 | ING |
Ing Groep NV
|
16,151 | $506,818 | |
| 8 | TD |
Toronto Dominion Bank
|
2,789 | $338,668 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,350,886 | 40,548 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,205,046 | 128,188 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,361,732 | 121,907 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,316,928 | 111,154 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,612,098 | 107,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,346,988 | 102,340 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,690,999 | 109,496 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,580,746 | 116,494 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,926,655 | 116,630 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||