Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,293,408
-$2,045,874 QoQ
Shares Held
245,564
-12.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#377
of 2,859 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. WFC ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
724,174 | $237,043,875 | |
| 2 | BAC |
Bank Of America Corp /De/
|
497,155 | $28,327,891 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
245,564 | $20,293,408 | |
| 4 | C |
Citigroup Inc
|
67,481 | $9,444,640 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,650 | $1,973,926 | |
| 6 | TD |
Toronto Dominion Bank
|
13,524 | $1,642,219 | |
| 7 | BNS |
Bank Of Nova Scotia
|
13,197 | $1,146,027 | |
| 8 | SAN |
Banco Santander, S.A.
|
62,986 | $869,206 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,293,408 | 245,564 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,339,282 | 280,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,927,623 | 288,923 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $23,901,318 | 298,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,246,542 | 240,236 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,084,792 | 172,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,655,638 | 206,331 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $10,647,557 | 179,282 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $7,421,662 | 128,048 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,820,366 | 138,569 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $5,724,281 | 140,095 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $462,395 | 10,834 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $129,596 | 3,467 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,553,626 | 110,284 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $4,836,857 | 120,260 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $4,577,641 | 116,866 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,538,590 | 114,292 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $5,744,309 | 119,723 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,574,212 | 120,108 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $5,537,019 | 122,257 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $3,791,548 | 97,045 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,730,823 | 57,350 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,365,789 | 58,094 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,714,636 | 66,978 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,049,151 | 71,399 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||