Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,542,274
-$2,048,439 QoQ
Shares Held
490,589
-8.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#269
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026USS Investment Management Ltd holds $453,645,880 across 11 Banks - Diversified names. WFC ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
435,160 | $142,440,922 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,034,242 | $58,931,109 | |
| 3 | RY |
Royal Bank Of Canada
|
224,774 | $46,521,474 | |
| 4 | C |
Citigroup Inc
|
290,040 | $40,593,998 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
490,589 | $40,542,274 | |
| 6 | TD |
Toronto Dominion Bank
|
252,025 | $30,603,395 | |
| 7 | UBS |
UBS Group AG
|
521,574 | $25,849,207 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
127,467 | $18,433,002 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,542,274 | 490,589 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $42,590,713 | 534,992 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $49,087,787 | 526,693 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,160,818 | 526,853 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $42,211,462 | 526,853 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,327,173 | 533,879 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,499,660 | 533,879 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,562,205 | 558,722 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $34,531,840 | 581,442 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,987,934 | 569,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,878,013 | 586,713 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,100,870 | 614,314 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,608,256 | 600,006 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,243,417 | 595,062 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,795,261 | 576,296 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,178,625 | 576,296 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $34,908,617 | 891,208 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,430,467 | 978,755 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $46,786,065 | 975,116 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $45,255,133 | 975,116 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $78,203,964 | 1,726,738 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $68,342,728 | 1,749,238 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $67,847,024 | 2,248,079 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $70,103,975 | 2,981,879 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $76,211,584 | 2,977,015 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $81,063,350 | 2,824,507 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||