Analyst IMS Investment Management Services Ltd.

Position in WFC — Wells Fargo & Company/Mn

CIK 1634208 Tel-aviv, L3

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$308,990

-$271,286 QoQ

Shares Held

3,739

-48.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,176

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Analyst IMS Investment Management Services Ltd. holds $5,487,146 across 4 Banks - Diversified names. WFC ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	24,103	$3,373,455
2	JPM	Jpmorgan Chase & Co	2,978	$974,788
3	BAC	Bank Of America Corp /De/	14,565	$829,913
4	WFC	Wells Fargo & Company/Mn This page	3,739	$308,990

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,990	3,739	-48.7%	Shares	Defined	2026-07-29
2026-03-31	$580,276	7,289	-28.5%	Shares	Defined	2026-04-23
2025-12-31	$949,614	10,189	-5.6%	Shares	Defined	2026-01-20
2025-09-30	$904,333	10,789	-19.7%	Shares	Defined	2025-10-20
2025-06-30	$1,076,732	13,439	0.0%	Shares	Defined	2025-08-04
2025-03-31	$964,785	13,439	0.0%	Shares	Defined	2025-04-21
2024-12-31	$943,955	13,439	0.0%	Shares	Defined	2025-02-10
2024-09-30	$759,169	13,439	-26.3%	Shares	Defined	2024-11-12
2024-06-30	$1,082,560	18,228	-0.5%	Shares	Defined	2024-08-12
2024-03-31	$1,062,290	18,328	+22.2%	Shares	Defined	2024-05-15
2023-12-31	$738,004	14,994	-14.5%	Shares	Defined	2024-02-12
2023-09-30	$716,153	17,527	0.0%	Shares	Defined	2023-10-31
2023-06-30	$748,052	17,527	-0.2%	Shares	Defined	2023-07-31
2023-03-31	$656,728	17,569	-8.9%	Shares	Defined	2023-05-02
2022-12-31	$795,947	19,277	-7.5%	Shares	Defined	2023-02-08
2022-09-30	$837,863	20,832	-5.9%	Shares	Defined	2022-11-14
2022-06-30	$867,106	22,137	-2.7%	Shares	Defined	2022-07-25
2022-03-31	$1,102,174	22,744	-15.9%	Shares	Defined	2022-04-28
2021-12-31	$1,298,290	27,059	+6.8%	Shares	Defined	2022-02-10
2021-09-30	$1,175,564	25,330	+1.0%	Shares	Defined	2021-11-16
2021-06-30	$1,135,284	25,067	+12.0%	Shares	Defined	2021-08-05
2021-03-31	$874,816	22,391	-6.9%	Shares	Defined	2021-05-06
2020-12-31	$725,949	24,054	+2.8%	Shares	Defined	2021-02-04
2020-09-30	$549,992	23,394	+19.3%	Shares	Defined	2020-11-10
2020-06-30	$502,195	19,617	+36.2%	Shares	Defined	2020-08-03
2020-03-31	$413,222	14,398	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.