Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,872,153
-$314,396 QoQ
Shares Held
34,755
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#860
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026Johnson Financial Group, Inc. holds $15,711,626 across 10 Banks - Diversified names. WFC ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,083 | $11,156,388 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
34,755 | $2,872,153 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,621 | $719,143 | |
| 4 | C |
Citigroup Inc
|
3,471 | $485,800 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,415 | $235,939 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,138 | $201,084 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BCS |
Barclays PLC
|
255 | $6,849 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,872,153 | 34,755 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,186,549 | 40,027 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,848,693 | 41,295 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,548,267 | 42,332 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,759,092 | 34,437 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,350,691 | 32,744 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,224,149 | 31,665 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,467,482 | 43,680 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,240,546 | 37,726 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,004,140 | 34,578 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,887,193 | 38,342 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,365,622 | 33,422 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,393,630 | 32,653 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,192,160 | 31,893 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,206,658 | 29,224 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,175,911 | 29,237 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,537,540 | 39,253 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,902,200 | 39,253 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $325,304 | 6,780 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $252,006 | 5,430 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $245,924 | 5,430 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $55,870 | 1,430 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $53,388 | 1,769 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $70,246 | 2,988 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $109,568 | 4,280 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $161,752 | 5,636 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||