Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,885,122
+$478,943 QoQ
Shares Held
107,516
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#93
of 1,077 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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $114,510,858 across 18 Banks - Diversified names. WFC ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,320 | $34,147,065 | |
| 2 | C |
Citigroup Inc
|
123,188 | $17,241,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
213,426 | $12,161,013 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
107,516 | $8,885,122 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,370 | $7,862,445 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
65,562 | $6,234,290 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
161,397 | $4,044,608 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
149,157 | $3,517,122 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,885,122 | 107,516 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,406,179 | 105,592 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,534,768 | 113,034 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,534,860 | 113,754 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $6,939,795 | 96,668 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,618,153 | 94,222 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,726,574 | 83,671 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,897,121 | 82,457 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,323,848 | 40,094 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,892,558 | 38,451 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,549,247 | 37,916 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,675,787 | 39,264 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,530,823 | 40,953 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,483,714 | 35,934 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,416,105 | 35,209 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,365,192 | 34,853 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,732,590 | 35,753 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,333,316 | 27,789 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,422,048 | 30,641 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,273,509 | 28,119 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,341,038 | 34,324 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,115,120 | 36,949 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $891,781 | 37,932 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,161,984 | 45,390 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $541,167 | 18,856 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||