Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$44,129
-$1,885 QoQ
Shares Held
534
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,703
of 2,853 holders
Holding Since
Mar 2020
10 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, 2026TD Capital Management LLC holds $868,880 across 14 Banks - Diversified names. WFC ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
2,803 | $405,341 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
633 | $207,199 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,837 | $104,672 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
534 | $44,129 | |
| 5 | C |
Citigroup Inc
|
240 | $33,590 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,212 | $24,106 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
748 | $18,744 | |
| 8 | ING |
Ing Groep NV
|
553 | $17,353 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,129 | 534 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $46,014 | 578 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $49,209 | 528 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $44,005 | 525 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $55,843 | 697 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,168 | 72 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,987 | 71 | Shares | Sole | 2025-02-05 | |
| 2024-03-31 | $695 | 12 | Shares | Sole | 2024-05-13 | |
| 2020-06-30 | $10,880 | 425 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,197 | 425 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||