Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,532,833
+$315,138 QoQ
Shares Held
30,649
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#911
of 2,859 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $29,547,648 across 18 Banks - Diversified names. WFC ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,077 | $12,791,074 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,948 | $7,575,377 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
30,649 | $2,532,833 | |
| 4 | C |
Citigroup Inc
|
10,760 | $1,505,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,358 | $1,353,260 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,521 | $1,221,589 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,661 | $770,146 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,744 | $544,904 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,532,833 | 30,649 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,217,695 | 27,857 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,528,422 | 27,129 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,075,383 | 24,760 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,825,293 | 22,782 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,681,608 | 23,424 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,457,058 | 20,744 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,137,369 | 20,134 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,113,146 | 18,743 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $968,859 | 16,716 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $823,745 | 16,736 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $780,630 | 19,105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $685,995 | 16,073 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $562,681 | 15,053 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,441,640 | 34,915 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,384,854 | 34,432 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,069,262 | 27,298 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,272,850 | 26,266 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $222,435 | 4,636 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||