Position in WFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$57,178,442
+$2,597,675 QoQ
Shares Held
691,898
+0.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#230
of 2,873 holders
Holding Since
Dec 2021
18 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, 2026Empowered Funds, LLC holds $388,406,749 across 11 Banks - Diversified names. WFC ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
475,472 | $155,636,242 | |
| 2 | C |
Citigroup Inc
|
559,997 | $78,377,175 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,155,193 | $65,822,890 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
691,898 | $57,178,442 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,894 | $19,796,236 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
109,672 | $6,525,483 | |
| 7 | TD |
Toronto Dominion Bank
|
24,835 | $3,015,713 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
29,511 | $739,544 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,178,442 | 691,898 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $54,580,767 | 685,602 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $23,566,493 | 281,156 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $20,001,394 | 249,643 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $17,145,171 | 238,824 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,368,776 | 190,330 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $9,028,231 | 159,820 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $8,356,528 | 140,706 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,228,712 | 124,719 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,505,460 | 172,805 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,147,303 | 150,448 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $6,182,964 | 144,868 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $4,095,688 | 109,569 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $4,506,018 | 109,131 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $1,012,135 | 25,165 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $851,359 | 21,735 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,576,278 | 53,163 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,831,588 | 38,174 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||