Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,469,992
+$1,714,510 QoQ
Shares Held
90,392
+25.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#571
of 2,859 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vontobel Holding Ltd. holds $965,910,474 across 12 Banks - Diversified names. WFC ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
14,698,356 | $728,450,520 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
328,793 | $107,623,810 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
265,103 | $38,336,543 | |
| 4 | C |
Citigroup Inc
|
202,997 | $28,411,458 | |
| 5 | RY |
Royal Bank Of Canada
|
95,330 | $19,730,448 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
105,819 | $18,698,217 | |
| 7 | BAC |
Bank Of America Corp /De/
|
268,103 | $15,276,506 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
90,392 | $7,469,992 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,469,992 | 90,392 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,755,482 | 72,296 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $12,025,035 | 129,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,682,465 | 115,515 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $4,236,184 | 52,873 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $5,450,367 | 75,921 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,234,622 | 46,051 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,724,682 | 48,233 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,385,093 | 23,322 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $852,649 | 14,711 | Shares | Defined | 2024-05-10 | |
| 2022-12-31 | $7,079,005 | 171,446 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,574,602 | 163,466 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $6,647,422 | 169,707 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $7,756,506 | 160,060 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $8,860,132 | 190,910 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $9,323,353 | 205,859 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $7,392,512 | 189,212 | Shares | Defined | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||