Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$38,677,090
+$190,352 QoQ
Shares Held
468,019
-3.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#12
of 450 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $430,790,297 across 18 Banks - Diversified names. WFC ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
225,657 | $73,864,305 | |
| 2 | C |
Citigroup Inc
|
462,377 | $64,714,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,114,193 | $63,486,717 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
433,418 | $41,213,717 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
468,019 | $38,677,090 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,244,708 | $31,192,382 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
152,878 | $22,107,687 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
855,487 | $17,015,636 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,677,090 | 468,019 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $38,486,738 | 483,441 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $51,372,399 | 551,206 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $42,660,943 | 508,959 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,478,671 | 480,263 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $33,931,543 | 472,650 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $21,446,940 | 305,338 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $31,289,923 | 553,902 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $30,359,989 | 511,197 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $29,551,253 | 509,856 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,275,998 | 533,848 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,970,339 | 537,698 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $20,175,902 | 472,725 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $16,423,799 | 439,374 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,255,131 | 417,901 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $9,052,154 | 225,066 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,736,457 | 274,099 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $13,770,781 | 284,168 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $13,432,624 | 279,963 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $11,953,127 | 257,555 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,187,843 | 180,787 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,928,361 | 177,332 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $6,250,851 | 207,119 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $5,080,887 | 216,116 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $5,453,721 | 213,036 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,794,162 | 341,260 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||