Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$495,840
+$18,180 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,820
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026Compagnie Lombard Odier SCmA holds $667,467,737 across 6 Banks - Diversified names. WFC ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
927,953 | $303,746,854 | |
| 2 | UBS |
UBS Group AG
|
5,382,576 | $266,760,466 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,660,089 | $94,591,870 | |
| 4 | C |
Citigroup Inc
|
6,807 | $952,707 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,000 | $920,000 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
6,000 | $495,840 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,840 | 6,000 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $477,660 | 6,000 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $582,500 | 6,250 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $523,875 | 6,250 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $500,750 | 6,250 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $448,687 | 6,250 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $439,000 | 6,250 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $579,022 | 10,250 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,537,989 | 76,410 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $4,811,259 | 83,010 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $4,282,632 | 87,010 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $831,868 | 20,359 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $973,189 | 22,802 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,299,291 | 34,759 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $1,593,339 | 38,589 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,109,146 | 27,577 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,299,542 | 33,177 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,868,699 | 121,104 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $6,504,408 | 135,565 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,954,959 | 128,312 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $5,841,549 | 128,981 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $6,363,409 | 162,872 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $1,314,731 | 43,563 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $914,609 | 38,903 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,250,764 | 48,858 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,453,137 | 50,632 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||