Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,581,179
-$2,341,933 QoQ
Shares Held
370,053
-10.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#314
of 2,858 holders
Holding Since
Mar 2021
22 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, 2026Swiss Life Asset Management Ltd holds $488,465,031 across 11 Banks - Diversified names. WFC ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
512,674 | $167,813,580 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,057,651 | $60,264,953 | |
| 3 | C |
Citigroup Inc
|
312,269 | $43,705,168 | |
| 4 | TD |
Toronto Dominion Bank
|
349,683 | $42,462,005 | |
| 5 | RY |
Royal Bank Of Canada
|
196,014 | $40,569,016 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
227,614 | $32,915,260 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
370,053 | $30,581,179 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
144,235 | $25,486,323 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,581,179 | 370,053 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $32,923,112 | 413,555 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,672,844 | 350,567 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $28,196,964 | 336,399 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $24,516,959 | 306,003 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $19,478,851 | 271,331 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $15,523,460 | 221,006 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $7,026,565 | 124,386 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $8,332,178 | 140,296 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $5,749,516 | 99,198 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $23,881,592 | 485,201 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $10,859,239 | 265,767 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $11,422,320 | 267,627 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $10,910,287 | 291,875 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $11,402,356 | 276,153 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $10,958,582 | 272,466 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $10,710,801 | 273,444 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $18,073,350 | 372,954 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $20,797,746 | 433,467 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $21,963,578 | 473,251 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $19,423,250 | 428,864 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $1,286,770 | 32,935 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||