Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,273,812
-$46,758 QoQ
Shares Held
15,414
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,202
of 2,853 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, 2026MV CAPITAL MANAGEMENT, INC. holds $12,580,147 across 18 Banks - Diversified names. WFC ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,272 | $9,581,603 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
15,414 | $1,273,812 | |
| 3 | BAC |
Bank Of America Corp /De/
|
17,505 | $997,434 | |
| 4 | C |
Citigroup Inc
|
3,645 | $510,154 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
825 | $119,303 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
143 | $13,597 | |
| 7 | RY |
Royal Bank Of Canada
|
57 | $11,797 | |
| 8 | TD |
Toronto Dominion Bank
|
96 | $11,657 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,812 | 15,414 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,320,570 | 16,588 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,601,269 | 17,181 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,512,196 | 18,041 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $1,470,842 | 18,358 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,314,546 | 18,311 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,279,772 | 18,220 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,009,193 | 17,865 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $981,122 | 16,520 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $886,961 | 15,303 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $698,727 | 14,196 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $555,491 | 13,595 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $678,910 | 15,907 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $591,575 | 15,826 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $595,319 | 14,418 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $577,478 | 14,358 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $536,472 | 13,696 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $690,264 | 14,244 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $655,454 | 13,661 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $583,188 | 12,566 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,264 | 602 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,555 | 91 | Shares | Sole | 2021-05-12 | |
| 2020-03-31 | $7,691 | 268 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||