Strategic Global Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1580212
NEWPORT BEACH, CA
Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,448,428
-$1,084,798 QoQ
Shares Held
68,439
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 40.08240915267611.ToString("F0")%
Shared 0.ToString("F0")%
None 59.9175908473239.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Strategic Global Advisors, LLC holds $19,297,430 across 5 Banks - Diversified names. WFC ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
205,983 | $10,809,987 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
68,439 | $5,448,428 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
76,923 | $1,666,152 | |
| 4 | SAN |
Banco Santander, S.A.
|
82,982 | $936,036 | |
| 5 | BCS |
Barclays PLC
|
20,644 | $436,827 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,448,428 | 68,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,533,226 | 70,099 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,013,162 | 71,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,841,469 | 72,909 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,925,296 | 68,607 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||