Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,697,694
+$151,641 QoQ
Shares Held
105,248
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#534
of 2,859 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. WFC ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,249 | $22,994,605 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
105,248 | $8,697,694 | |
| 3 | C |
Citigroup Inc
|
38,884 | $5,442,204 | |
| 4 | BAC |
Bank Of America Corp /De/
|
82,250 | $4,686,605 | |
| 5 | TD |
Toronto Dominion Bank
|
14,710 | $1,786,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,305 | $911,766 | |
| 7 | ING |
Ing Groep NV
|
13,080 | $410,450 | |
| 8 | BCS |
Barclays PLC
|
11,624 | $312,220 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,697,694 | 105,248 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $8,546,053 | 107,349 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $10,318,265 | 110,711 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $9,440,898 | 112,633 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,079,265 | 75,877 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $5,315,403 | 74,041 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,255,988 | 74,829 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,335,833 | 76,754 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $6,014,365 | 101,269 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,222,237 | 107,354 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $4,913,435 | 99,826 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,603,655 | 112,669 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,550,534 | 130,050 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $4,316,006 | 115,463 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,585,708 | 111,061 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $4,892,883 | 121,653 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $4,536,395 | 115,813 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $5,617,143 | 115,913 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $5,999,371 | 125,039 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $6,840,091 | 147,384 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $5,797,391 | 128,006 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,173,268 | 55,625 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,418,520 | 47,002 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,116,677 | 47,498 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,286,604 | 50,258 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,602,458 | 90,678 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||