Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,822,272
+$3,880,802 QoQ
Shares Held
312,467
+13.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#345
of 2,859 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2026CallValue
$421,464
CallShares
5,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Tidal Investments LLC holds $465,359,312 across 10 Banks - Diversified names. WFC ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
595,339 | $194,872,313 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
793,714 | $114,778,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,488,048 | $84,788,973 | |
| 4 | C |
Citigroup Inc
|
201,385 | $28,185,844 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
312,467 | $25,822,272 | |
| 6 | UBS |
UBS Group AG
|
167,457 | $8,299,168 | |
| 7 | TD |
Toronto Dominion Bank
|
48,237 | $5,857,418 | |
| 8 | BNS |
Bank Of Nova Scotia
|
20,205 | $1,754,602 |
All Filings in WFC
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,822,272 | 312,467 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $421,464 | 5,100 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $21,941,470 | 275,612 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,634,285 | 135,561 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $139,800 | 1,500 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $10,395,188 | 124,018 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $58,674 | 700 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $78 | 6 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $8,998,437 | 112,312 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $502 | 7 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $7,307,863 | 101,795 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,039,108 | 114,452 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,841,546 | 138,813 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $7,890,971 | 132,867 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,104,131 | 88,063 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,589,319 | 72,924 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,744,647 | 67,172 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,427,595 | 56,879 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,366,154 | 63,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,467,242 | 59,754 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,506,349 | 62,316 | Shares | Defined | 2022-11-23 | |
| 2022-06-30 | $2,143,539 | 54,724 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,483,089 | 51,240 | Shares | Defined | 2022-05-20 | |
| 2021-12-31 | $2,369,923 | 49,394 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $1,960,264 | 42,238 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,609,334 | 35,534 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $909,510 | 23,279 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $588,962 | 19,515 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $246,758 | 9,639 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $295,839 | 10,308 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||