Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$83,736,901
-$8,685,810 QoQ
Shares Held
1,051,839
+6.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 38.93970465061668.ToString("F0")%
Shared 17.91310267065587.ToString("F0")%
None 43.14719267872745.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2026CallValue
$79,610
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $1,144,922,273 across 19 Banks - Diversified names. WFC ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,094,775 | $616,199,014 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,130,968 | $201,384,688 | |
| 3 | C |
Citigroup Inc
|
1,103,143 | $125,107,446 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,051,839 | $83,736,901 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,685 | $16,214,941 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
792,470 | $13,448,214 | |
| 7 | SAN |
Banco Santander, S.A.
|
954,582 | $10,767,683 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
129,896 | $10,715,119 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,610 | 1,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $83,736,901 | 1,051,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,422,711 | 991,660 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $80,267,708 | 957,620 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $75,273,941 | 939,515 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $63,468,246 | 884,082 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $59,673,515 | 849,566 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,096,334 | 833,711 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,479,724 | 748,943 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $47,610,546 | 821,438 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,149,098 | 450,002 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $11,169,653 | 273,364 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,974,526 | 374,286 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,339,399 | 330,107 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,368,130 | 299,543 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,809,779 | 144,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,357,633 | 136,779 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,352,144 | 89,809 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $277,228 | 5,778 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,088,110 | 131,181 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,724,791 | 126,403 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,641,437 | 118,798 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $3,542,920 | 117,393 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,851,269 | 121,279 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,575,155 | 100,592 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $5,386,588 | 187,686 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||