Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,941,470
+$9,307,185 QoQ
Shares Held
275,612
+103.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98.25805842996677.ToString("F0")%
Shared 1.7419415700332352.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Dec 31, 2025CallValue
$139,800
CallShares
1,500
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 Mar 31, 2026Tidal Investments LLC holds $382,163,273 across 8 Banks - Diversified names. WFC ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
549,403 | $161,612,385 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
910,526 | $108,015,698 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,288,184 | $62,798,969 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
275,612 | $21,941,470 | |
| 5 | C |
Citigroup Inc
|
192,120 | $21,788,328 | |
| 6 | TD |
Toronto Dominion Bank
|
47,959 | $4,475,054 | |
| 7 | BNS |
Bank Of Nova Scotia
|
18,768 | $1,300,810 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,795 | $230,559 |
All Filings in WFC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $480 | 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 | 2023-05-23 | |
| 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. | ||||||