Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$142,660,109
+$70,420,961 QoQ
Shares Held
1,726,284
+90.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#124
of 2,859 holders
Holding Since
Jun 2020
15 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, 2026HRT FINANCIAL LP holds $691,948,250 across 18 Banks - Diversified names. WFC ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
1,726,284 | $142,660,109 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
421,531 | $137,979,742 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,255,344 | $128,509,501 | |
| 4 | C |
Citigroup Inc
|
545,612 | $76,363,855 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
351,290 | $50,800,046 | |
| 6 | BCS |
Barclays PLC
|
1,372,648 | $36,869,325 | |
| 7 | ING |
Ing Groep NV
|
973,961 | $30,562,896 | |
| 8 | TD |
Toronto Dominion Bank
|
178,265 | $21,646,718 |
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,660,109 | 1,726,284 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $72,239,148 | 907,413 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,518,200 | 91,397 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,402,953 | 64,459 | Shares | Defined | 2025-11-14 | |
| 2024-12-31 | $99,150,222 | 1,411,592 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $63,815,114 | 1,129,671 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $129,898,877 | 2,187,218 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $25,387,291 | 438,014 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,680,392 | 196,676 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $60,929,614 | 1,491,180 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,700,840 | 39,851 | Shares | Defined | 2023-08-11 | |
| 2022-03-31 | $47,710,517 | 984,534 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $53,778,910 | 1,120,861 | Shares | Defined | 2022-02-14 | |
| 2021-03-31 | $405,351 | 10,375 | Shares | Defined | 2021-05-17 | |
| 2020-06-30 | $4,153,523 | 162,247 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||