Position in WFC
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$3,449,806
+$214,695 QoQ
Shares Held
41,745
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#797
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Rehmann Capital Advisory Group holds $26,566,851 across 16 Banks - Diversified names. WFC ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,423 | $11,922,340 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
41,745 | $3,449,806 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,599 | $2,484,271 | |
| 4 | C |
Citigroup Inc
|
10,827 | $1,515,346 | |
| 5 | BCS |
Barclays PLC
|
52,498 | $1,410,096 | |
| 6 | UBS |
UBS Group AG
|
21,270 | $1,054,141 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
46,523 | $925,342 | |
| 8 | ING |
Ing Groep NV
|
22,251 | $698,236 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,449,806 | 41,745 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $3,235,111 | 40,637 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,020,927 | 43,143 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $3,407,953 | 40,658 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,127,484 | 39,035 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,534,115 | 35,299 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,270,227 | 32,321 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,741,360 | 30,826 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,799,813 | 30,305 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,767,837 | 30,501 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,456,764 | 29,597 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,192,253 | 29,179 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,192,095 | 27,931 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $1,017,558 | 27,222 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,069,865 | 25,911 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,034,297 | 25,716 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $906,041 | 23,131 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,153,299 | 23,799 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $1,091,353 | 22,746 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $1,011,273 | 21,790 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $917,394 | 20,256 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $791,948 | 20,270 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $598,801 | 19,841 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $518,324 | 22,047 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $635,443 | 24,822 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $714,056 | 24,880 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||