Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$907,004,079
+$79,350,259 QoQ
Shares Held
10,975,364
+5.6% QoQ
Ownership
0.363%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#32
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2026CallValue
$174,772,856
CallShares
2,114,870
PutValue
$103,176,040
PutShares
1,248,500
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, 2026UBS Group AG holds $16,312,286,841 across 20 Banks - Diversified names. WFC ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,807,767 | $6,156,346,365 | |
| 2 | UBS |
UBS Group AG
|
107,137,265 | $5,309,722,851 | |
| 3 | BAC |
Bank Of America Corp /De/
|
22,503,004 | $1,282,221,165 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
10,975,364 | $907,004,079 | |
| 5 | C |
Citigroup Inc
|
6,069,739 | $849,520,668 | |
| 6 | TD |
Toronto Dominion Bank
|
4,007,209 | $486,595,387 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,491,266 | $360,261,973 | |
| 8 | RY |
Royal Bank Of Canada
|
1,279,914 | $264,903,798 |
All Filings in WFC
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,176,040 | 1,248,500 | Put | Defined | 2026-08-13 | |
| 2026-06-30 | $907,004,079 | 10,975,364 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $174,772,856 | 2,114,870 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $69,656,680 | 874,974 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $133,951,786 | 1,682,600 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $827,653,820 | 10,396,355 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $205,412,800 | 2,204,000 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $1,003,438,915 | 10,766,512 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $88,300,848 | 947,434 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $833,831,215 | 9,947,879 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $209,428,461 | 2,498,550 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $170,984,418 | 2,039,900 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $132,959,140 | 1,659,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $129,417,836 | 1,615,300 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $942,790,943 | 11,767,236 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $188,420,034 | 2,624,600 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $150,773,358 | 2,100,200 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $1,006,143,379 | 14,015,091 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $125,582,096 | 1,787,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $88,579,664 | 1,261,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $832,387,754 | 11,850,623 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $63,127,575 | 1,117,500 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $146,561,610 | 2,594,470 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $514,828,106 | 9,113,615 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $57,424,191 | 966,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $512,365,603 | 8,627,136 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $30,304,103 | 510,256 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $45,646,745 | 787,556 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $416,372,290 | 7,183,787 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $47,138,868 | 813,300 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $83,904,743 | 1,704,688 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $72,408,723 | 1,471,124 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $305,808,827 | 6,213,101 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $34,248,852 | 838,200 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $27,727,596 | 678,600 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $259,897,586 | 6,360,685 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $258,815,143 | 6,064,085 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $38,680,884 | 906,300 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $42,539,156 | 996,700 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $33,578,454 | 898,300 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $225,970,579 | 6,045,227 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $25,438,921 | 680,549 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $106,387,814 | 2,576,600 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $266,075,026 | 6,444,055 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $37,737,573 | 913,964 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $212,421,766 | 5,281,496 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $86,448,868 | 2,149,400 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $28,298,792 | 703,600 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $67,736,681 | 1,729,300 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $236,499,250 | 6,037,765 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||