Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,902,719
+$1,162,909 QoQ
Shares Held
180,333
+4.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#64
of 1,077 holders
Holding Since
Mar 2020
26 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. WFC ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,902,719 | 180,333 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,739,810 | 172,589 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,600,561 | 167,388 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,713,874 | 163,611 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,115,751 | 13,926 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $993,430 | 13,838 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $994,457 | 14,158 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $805,264 | 14,255 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $868,519 | 14,624 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $810,106 | 13,977 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $702,418 | 14,271 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $581,110 | 14,222 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $608,232 | 14,251 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $540,440 | 14,458 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $597,301 | 14,466 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $575,628 | 14,312 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $557,271 | 14,227 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $695,061 | 14,343 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $771,086 | 16,071 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $90,267 | 1,945 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $88,858 | 1,962 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $305,136 | 7,810 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $386,545 | 12,808 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $308,756 | 13,133 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $322,790 | 12,609 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $6,769,641 | 235,876 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||