Horizon Investments, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1560717 Charlotte, NC

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,978,780

-$684,661 QoQ

Shares Held

120,750

-9.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#507

of 2,859 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Horizon Investments, LLC holds $85,255,941 across 11 Banks - Diversified names. WFC ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	115,540	$37,819,708
2	BAC	Bank Of America Corp /De/	278,046	$15,843,061
3	C	Citigroup Inc	71,780	$10,046,328
4	WFC	Wells Fargo & Company/Mn This page	120,750	$9,978,780
5	BNY	Bank of New York Mellon Corp	68,740	$9,940,491
6	HSBC	Hsbc Holdings PLC	14,883	$1,415,224
7	SAN	Banco Santander, S.A.	7,646	$105,514
8	MUFG	Mitsubishi Ufj Financial Group Inc	4,987	$99,191

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,978,780	120,750	-9.9%	Shares	Sole	2026-08-13
2026-03-31	$10,663,441	133,946	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$12,358,040	132,597	+3.3%	Shares	Sole	2026-02-02
2025-09-30	$10,760,224	128,373	-3.0%	Shares	Sole	2025-11-14
2025-06-30	$10,601,798	132,324	+65.9%	Shares	Sole	2025-08-14
2025-03-31	$5,724,462	79,739	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$5,571,436	79,320	+1.6%	Shares	Sole	2025-02-10
2024-09-30	$4,409,213	78,053	-7.4%	Shares	Sole	2024-11-13
2024-06-30	$5,004,914	84,272	-0.9%	Shares	Sole	2024-08-09
2024-03-31	$4,929,382	85,048	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$4,126,654	83,841	+24.3%	Shares	Sole	2024-02-14
2023-09-30	$2,755,475	67,437	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$2,945,688	69,018	+5.7%	Shares	Sole	2023-08-14
2023-03-31	$2,440,054	65,277	+6.0%	Shares	Sole	2023-05-15
2022-12-31	$2,542,349	61,573	+7.7%	Shares	Sole	2023-02-14
2022-09-30	$2,299,739	57,179	+10.6%	Shares	Sole	2022-11-14
2022-06-30	$2,025,872	51,720	-7.8%	Shares	Sole	2022-08-12
2022-03-31	$2,719,575	56,120	+9.8%	Shares	Sole	2022-05-16
2021-12-31	$2,453,361	51,133	+3.4%	Shares	Sole	2022-02-15
2021-09-30	$2,295,392	49,459	-27.0%	Shares	Sole	2021-11-15
2021-06-30	$3,069,620	67,777	-9.9%	Shares	Sole	2021-08-13
2021-03-31	$2,939,509	75,237	-41.1%	Shares	Sole	2021-05-14
2020-09-30	$3,002,227	127,700	-39.3%	Shares	Sole	2020-11-16
2020-06-30	$5,386,854	210,424	+139.6%	Shares	Sole	2020-08-13
2020-03-31	$2,520,204	87,812	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.