Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$826,978
+$51,418 QoQ
Shares Held
10,007
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,479
of 2,859 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. WFC ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,256 | $2,702,436 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
12,240 | $1,163,901 | |
| 3 | RY |
Royal Bank Of Canada
|
5,078 | $1,050,993 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,738 | $1,010,711 | |
| 5 | SAN |
Banco Santander, S.A.
|
66,897 | $923,178 | |
| 6 | C |
Citigroup Inc
|
6,429 | $899,802 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
43,037 | $856,005 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
10,007 | $826,978 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,978 | 10,007 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $775,560 | 9,742 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,517,202 | 16,279 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,364,505 | 16,279 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,339,686 | 16,721 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $741,662 | 10,331 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $738,292 | 10,511 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $602,070 | 10,658 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $563,908 | 9,495 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $550,330 | 9,495 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $467,343 | 9,495 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $384,002 | 9,398 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $401,106 | 9,398 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $209,440 | 5,603 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $319,783 | 8,164 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $552,007 | 11,391 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||