Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$346,684,386
-$25,108,962 QoQ
Shares Held
4,195,116
-10.2% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#71
of 2,859 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mawer Investment Management Ltd. holds $651,155,085 across 5 Banks - Diversified names. WFC ranks #1 (53.2% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,684,386 | 4,195,116 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $371,793,348 | 4,670,184 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $454,455,036 | 4,876,127 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $147,165,120 | 1,755,728 | Shares | Sole | 2025-11-04 | |
| 2021-06-30 | $38,437,668 | 848,701 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $50,041,442 | 1,280,815 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $46,176,727 | 1,530,044 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $41,738,454 | 1,775,349 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $45,974,963 | 1,795,897 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $51,682,873 | 1,800,797 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||