Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,146,653
+$134,328 QoQ
Shares Held
62,278
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#670
of 2,858 holders
Holding Since
Mar 2020
23 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, 2026NorthRock Partners, LLC holds $35,232,602 across 8 Banks - Diversified names. WFC ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
62,473 | $20,449,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
62,278 | $5,146,653 | |
| 3 | BAC |
Bank Of America Corp /De/
|
78,359 | $4,464,895 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
18,316 | $3,236,437 | |
| 5 | C |
Citigroup Inc
|
7,616 | $1,065,935 | |
| 6 | TD |
Toronto Dominion Bank
|
2,671 | $324,339 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,920 | $277,651 | |
| 8 | RY |
Royal Bank Of Canada
|
1,292 | $267,405 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,146,653 | 62,278 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,012,325 | 62,961 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,035,130 | 54,025 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,403,317 | 88,324 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,690,100 | 83,501 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $5,969,841 | 83,157 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,193,053 | 73,933 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $4,346,001 | 76,934 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $3,160,854 | 53,222 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $3,021,107 | 52,124 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $2,562,737 | 52,067 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $1,274,832 | 31,200 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,330,933 | 31,184 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,480,472 | 39,606 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,434,125 | 34,733 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,609,644 | 40,021 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,725,164 | 44,043 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,687,958 | 34,832 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,758,131 | 36,643 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,113,418 | 45,538 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,466,444 | 32,379 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $206,003 | 8,047 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $241,424 | 8,412 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||