Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$344,525
+$74,171 QoQ
Shares Held
4,169
+22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,084
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $69,465,772 across 9 Banks - Diversified names. WFC ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
203,525 | $66,619,837 | |
| 2 | BAC |
Bank Of America Corp /De/
|
26,118 | $1,488,203 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,731 | $419,278 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
4,169 | $344,525 | |
| 5 | C |
Citigroup Inc
|
2,461 | $344,440 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,292 | $186,836 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
921 | $21,717 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,066 | $21,202 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,525 | 4,169 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $270,354 | 3,396 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $316,134 | 3,392 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $259,589 | 3,097 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $355,572 | 4,438 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $447,108 | 6,228 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $437,454 | 6,228 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $351,819 | 6,228 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $316,666 | 5,332 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $512,539 | 8,843 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $96,372 | 1,958 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $87,358 | 2,138 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $110,668 | 2,593 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $89,562 | 2,396 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $98,930 | 2,396 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $136,587 | 3,396 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $133,020 | 3,396 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $164,569 | 3,396 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $179,972 | 3,751 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $174,083 | 3,751 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $165,307 | 3,650 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $152,333 | 3,899 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $54,957 | 1,821 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $42,623 | 1,813 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $142,156 | 5,553 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $147,631 | 5,144 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||