Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,615,107
-$1,572,306 QoQ
Shares Held
128,450
-16.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#84
of 1,077 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BTC Capital Management, Inc. holds $49,867,696 across 8 Banks - Diversified names. WFC ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,923 | $23,869,884 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
128,450 | $10,615,107 | |
| 3 | UBS |
UBS Group AG
|
74,765 | $3,705,351 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
127,667 | $3,010,386 | |
| 5 | BCS |
Barclays PLC
|
107,597 | $2,890,054 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
131,341 | $2,612,371 | |
| 7 | ING |
Ing Groep NV
|
82,065 | $2,575,199 | |
| 8 | BAC |
Bank Of America Corp /De/
|
10,343 | $589,344 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,615,107 | 128,450 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $12,187,413 | 153,089 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $13,611,673 | 146,048 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $24,383,823 | 290,907 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $12,380,381 | 154,523 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $11,811,608 | 164,530 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $11,883,764 | 169,188 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $11,794,319 | 208,786 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,438,504 | 175,762 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $10,380,345 | 179,095 | Shares | Defined | 2024-04-11 | |
| 2023-09-30 | $6,365,497 | 155,788 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $6,600,076 | 154,641 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $5,859,052 | 156,743 | Shares | Defined | 2023-04-07 | |
| 2022-12-31 | $6,228,223 | 150,841 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,286,143 | 156,294 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,154,368 | 106,060 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,513,175 | 93,132 | Shares | Defined | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||