Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$149,330
-$940,053 QoQ
Shares Held
1,807
-86.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,551
of 2,853 holders
Holding Since
Dec 2023
11 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, 2026J.Safra Asset Management Corp holds $9,796,447 across 10 Banks - Diversified names. WFC ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,770 | $4,834,664 | |
| 2 | UBS |
UBS Group AG
|
26,778 | $1,327,117 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,846 | $1,244,785 | |
| 4 | C |
Citigroup Inc
|
5,110 | $715,195 | |
| 5 | SAN |
Banco Santander, S.A.
|
38,805 | $535,509 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
20,702 | $488,153 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
24,104 | $479,428 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
1,807 | $149,330 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,330 | 1,807 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,089,383 | 13,684 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,269,756 | 13,624 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $674,415 | 8,046 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $455,482 | 5,685 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $389,317 | 5,423 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $472,364 | 6,725 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $225,960 | 4,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $199,847 | 3,365 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $42,890 | 740 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,528 | 92 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||