Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,057,693
+$10,424,307 QoQ
Shares Held
230,611
+112.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#385
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 6%
None 21%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $155,616,141 across 19 Banks - Diversified names. WFC ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
221,096 | $72,371,353 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
230,611 | $19,057,693 | |
| 3 | BAC |
Bank Of America Corp /De/
|
297,268 | $16,938,330 | |
| 4 | C |
Citigroup Inc
|
45,566 | $6,377,417 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
56,069 | $5,331,601 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
262,577 | $5,222,656 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
32,543 | $4,706,043 | |
| 8 | RY |
Royal Bank Of Canada
|
19,807 | $4,099,454 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,057,693 | 230,611 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,633,386 | 108,446 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,577,791 | 102,766 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,028,447 | 95,782 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $7,367,755 | 91,959 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $6,346,451 | 88,403 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $6,726,674 | 95,767 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,066,701 | 89,692 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,385,663 | 90,683 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,259,985 | 90,752 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,174,643 | 84,816 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,522,009 | 86,197 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,716,702 | 87,083 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,796,883 | 74,823 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,573,192 | 62,320 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,322,302 | 57,740 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,211,068 | 56,448 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,569,349 | 53,020 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,511,321 | 52,341 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,298,176 | 49,519 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,162,688 | 47,752 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,819,802 | 46,578 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,404,033 | 46,522 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,171,174 | 49,816 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,257,420 | 49,118 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,513,695 | 52,742 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||