Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,301,358
+$679,782 QoQ
Shares Held
27,848
+36.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#965
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, 2026PICTET BANK & TRUST Ltd holds $2,586,724 across 2 Banks - Diversified names. WFC ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
27,848 | $2,301,358 | |
| 2 | UBS |
UBS Group AG
|
5,758 | $285,366 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301,358 | 27,848 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,621,576 | 20,369 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,494,498 | 26,765 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,172,446 | 25,918 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,076,550 | 25,918 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,841,700 | 25,654 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,670,876 | 38,025 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,061,885 | 36,500 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,239,893 | 37,715 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,203,349 | 38,015 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,124,532 | 43,164 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,138,612 | 52,340 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,339,162 | 54,807 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,068,422 | 55,335 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,034,525 | 73,493 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,599,901 | 64,642 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,749,704 | 95,729 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,761,195 | 98,250 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,829,426 | 100,655 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,689,962 | 101,055 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,784,205 | 83,555 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,045,893 | 103,555 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,855,631 | 94,620 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,003,522 | 85,220 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,226,432 | 86,970 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,900,709 | 101,070 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||