Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$129,579
+$2,920 QoQ
Shares Held
1,568
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,575
of 2,858 holders
Holding Since
Mar 2020
25 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, 2026Clean Yield Group holds $1,084,845 across 8 Banks - Diversified names. WFC ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,347 | $768,243 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
916 | $132,462 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,568 | $129,579 | |
| 4 | UBS |
UBS Group AG
|
591 | $29,289 | |
| 5 | RY |
Royal Bank Of Canada
|
39 | $8,071 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
339 | $6,742 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
250 | $5,895 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48 | $4,564 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,579 | 1,568 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $126,659 | 1,591 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $148,281 | 1,591 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $133,357 | 1,591 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $102,153 | 1,275 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $91,532 | 1,275 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $90,047 | 1,282 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $72,420 | 1,282 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $59,390 | 1,000 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $115,920 | 2,000 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $98,440 | 2,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $81,720 | 2,000 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $95,731 | 2,243 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $83,843 | 2,243 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $127,627 | 3,091 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $114,546 | 2,848 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $111,556 | 2,848 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $138,014 | 2,848 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $136,647 | 2,848 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $132,175 | 2,848 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $128,985 | 2,848 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $85,952 | 2,848 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $66,956 | 2,848 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $72,908 | 2,848 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $101,827 | 3,548 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||