Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,642,883
+$86,110 QoQ
Shares Held
19,880
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,087
of 2,859 holders
Holding Since
Jun 2021
21 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, 2026Modera Wealth Management, LLC holds $88,527,579 across 9 Banks - Diversified names. WFC ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,295 | $67,199,212 | |
| 2 | TD |
Toronto Dominion Bank
|
97,141 | $11,795,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
77,360 | $4,407,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
19,880 | $1,642,883 | |
| 5 | RY |
Royal Bank Of Canada
|
7,704 | $1,594,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,171 | $747,778 | |
| 7 | C |
Citigroup Inc
|
3,613 | $505,675 | |
| 8 | BCS |
Barclays PLC
|
14,577 | $391,538 |
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,883 | 19,880 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,556,773 | 19,555 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,828,956 | 19,624 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,727,865 | 20,614 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,748,619 | 21,825 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,515,486 | 21,110 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,444,274 | 20,562 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,017,610 | 18,014 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,059,933 | 17,847 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,404,776 | 24,237 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,175,422 | 23,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $994,777 | 24,346 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,044,080 | 24,463 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $368,865 | 9,868 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $409,720 | 9,923 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $422,149 | 10,496 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $450,219 | 11,494 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $540,571 | 11,155 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,330,917 | 27,739 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $282,961 | 6,097 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $201,359 | 4,446 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||