Chicago Partners Investment Group LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1563525
CHICAGO, IL
Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,522,887
+$1,304,414 QoQ
Shares Held
54,730
+35.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#706
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $47,999,531 across 8 Banks - Diversified names. WFC ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
96,420 | $31,561,158 | |
| 2 | C |
Citigroup Inc
|
33,434 | $4,679,422 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
54,730 | $4,522,887 | |
| 4 | BAC |
Bank Of America Corp /De/
|
66,944 | $3,814,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,256 | $1,916,950 | |
| 6 | TD |
Toronto Dominion Bank
|
5,942 | $721,537 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,043 | $537,698 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,134 | $245,410 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,522,887 | 54,730 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,218,473 | 40,428 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,392,200 | 36,397 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,957,756 | 35,287 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,785,051 | 34,761 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,450,120 | 34,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,252,105 | 32,063 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,793,783 | 31,754 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,642,608 | 27,658 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,465,228 | 25,280 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,268,399 | 25,770 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,072,779 | 26,255 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,230,549 | 28,832 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,040,584 | 27,838 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,053,184 | 25,507 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,123,103 | 27,924 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,011,486 | 25,823 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,131,444 | 23,348 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,279,338 | 26,664 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,153,102 | 24,846 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,186,733 | 26,203 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,107,868 | 28,356 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $764,127 | 25,319 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $478,381 | 20,348 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $514,944 | 20,115 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $527,075 | 18,365 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||