Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,730
+$4,558 QoQ
Shares Held
2,792
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,409
of 2,858 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, 2026NewSquare Capital LLC holds $37,700,715 across 7 Banks - Diversified names. WFC ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
51,385 | $16,819,852 | |
| 2 | TD |
Toronto Dominion Bank
|
92,917 | $11,282,911 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,126 | $8,524,490 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,385 | $363,817 | |
| 5 | C |
Citigroup Inc
|
1,968 | $275,441 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
2,792 | $230,730 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,730 | 2,792 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $226,172 | 2,841 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $268,136 | 2,877 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $240,311 | 2,867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,336 | 2,800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $147,959 | 2,061 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $97,282 | 1,385 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,377 | 166 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,858 | 166 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $22,198 | 383 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $18,900 | 384 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,324 | 424 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,858 | 395 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $14,765 | 395 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $15,814 | 383 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $17,737 | 441 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $43,361 | 1,107 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $53,645 | 1,107 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $53,113 | 1,107 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $51,375 | 1,107 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $48,867 | 1,079 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $42,156 | 1,079 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $32,564 | 1,079 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $27,130 | 1,154 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $35,558 | 1,389 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $36,879 | 1,285 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||