Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,011,510
+$279,234 QoQ
Shares Held
48,542
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#755
of 2,868 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, 2026Main Street Research LLC holds $171,527,860 across 8 Banks - Diversified names. WFC ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
226,299 | $74,074,451 | |
| 2 | RY |
Royal Bank Of Canada
|
227,136 | $47,010,337 | |
| 3 | BCS |
Barclays PLC
|
1,621,490 | $43,553,221 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
48,542 | $4,011,510 | |
| 5 | C |
Citigroup Inc
|
5,803 | $812,187 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,772 | $739,039 | |
| 7 | BAC |
Bank Of America Corp /De/
|
11,869 | $676,295 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
32,721 | $650,820 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,011,510 | 48,542 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,732,276 | 46,882 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,849,647 | 19,846 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,108,464 | 37,085 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,472,765 | 18,382 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,355,538 | 18,882 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,459,236 | 20,775 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,170,077 | 20,713 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,696,000 | 28,557 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,544,286 | 26,644 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,002,020 | 20,358 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $799,957 | 19,578 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $837,168 | 19,615 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $724,760 | 19,389 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,089,477 | 26,386 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,240,746 | 30,849 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,008,079 | 25,736 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,100,042 | 22,700 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,070,145 | 22,304 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,079,310 | 23,256 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,351,408 | 29,839 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,069,345 | 27,370 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $826,026 | 27,370 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $666,978 | 28,370 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $934,016 | 36,485 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $645,750 | 22,500 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||