Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,581,217
-$764,949 QoQ
Shares Held
236,946
-7.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#383
of 2,859 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. WFC ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,581,217 | 236,946 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,346,166 | 255,573 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,017,712 | 279,160 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,483,681 | 280,168 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,169,466 | 264,222 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,447,017 | 229,099 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $15,547,413 | 221,347 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,362,483 | 236,546 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $14,171,879 | 238,624 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,002,018 | 258,834 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $11,583,434 | 235,340 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,808,591 | 191,106 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,204,896 | 168,812 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,926,738 | 185,306 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,472,413 | 156,755 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,716,941 | 167,005 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,315,604 | 135,706 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,633,495 | 136,886 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,773,913 | 120,340 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,315,754 | 114,539 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,592,855 | 79,330 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,592,564 | 91,952 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,344,140 | 77,672 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,024,326 | 128,640 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,071,872 | 119,995 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||