Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,736,514
+$554,784 QoQ
Shares Held
21,013
+41.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,060
of 2,859 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Plancorp, LLC holds $11,943,596 across 6 Banks - Diversified names. WFC ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
101,568 | $5,787,344 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
9,998 | $3,272,645 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
21,013 | $1,736,514 | |
| 4 | C |
Citigroup Inc
|
3,187 | $446,052 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,009 | $354,990 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,393 | $346,051 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,514 | 21,013 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,181,730 | 14,844 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,387,841 | 14,891 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,243,972 | 14,841 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,209,892 | 15,101 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,101,904 | 15,349 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,045,803 | 14,889 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $769,676 | 13,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $802,596 | 13,514 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $769,361 | 13,274 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $472,954 | 9,609 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $375,094 | 9,180 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $345,409 | 8,093 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $286,293 | 7,659 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $315,496 | 7,641 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $340,060 | 8,455 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $324,484 | 8,284 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $391,266 | 8,074 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $385,567 | 8,036 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $357,960 | 7,713 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $338,044 | 7,464 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $295,369 | 7,560 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $253,451 | 8,398 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $202,470 | 7,909 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $218,665 | 7,619 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||