Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$203,624
-$28,678 QoQ
Shares Held
2,464
-75.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,500
of 2,859 holders
Holding Since
Mar 2020
4 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, 2026Roundview Capital LLC holds $27,803,532 across 6 Banks - Diversified names. WFC ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
65,218 | $21,347,807 | |
| 2 | BAC |
Bank Of America Corp /De/
|
88,845 | $5,062,388 | |
| 3 | UBS |
UBS Group AG
|
10,022 | $496,690 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,118 | $450,893 | |
| 5 | C |
Citigroup Inc
|
1,730 | $242,130 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
2,464 | $203,624 |
All Filings in WFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,624 | 2,464 | Shares | Sole | 2026-07-30 | |
| 2020-09-30 | $232,302 | 9,881 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $299,392 | 11,695 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,198,138 | 41,747 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||