Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,935,842
-$102,572 QoQ
Shares Held
23,425
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,029
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Fort Sheridan Advisors LLC holds $36,846,463 across 4 Banks - Diversified names. WFC ranks #3 (5.3% of the industry book) .
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,935,842 | 23,425 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,038,414 | 25,605 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,275,944 | 24,420 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,034,311 | 24,270 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,880,416 | 23,470 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,691,731 | 23,565 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,684,355 | 23,980 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,398,409 | 24,755 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,519,196 | 25,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,202,380 | 20,745 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,466,017 | 29,785 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,217,015 | 29,785 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $631,023 | 14,785 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $552,663 | 14,785 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $482,473 | 11,685 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $484,047 | 12,035 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $514,497 | 13,135 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $675,774 | 13,945 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $623,500 | 12,995 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $598,456 | 12,895 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $619,159 | 13,671 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $488,218 | 12,496 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $293,953 | 9,740 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $240,272 | 10,220 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $434,841 | 16,986 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $507,129 | 17,670 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||