Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,780,644
+$58,441 QoQ
Shares Held
21,547
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,054
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Fiduciary Group, LLC holds $38,161,016 across 7 Banks - Diversified names. WFC ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,519 | $28,320,264 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
21,547 | $1,780,644 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,216 | $609,675 | |
| 5 | TD |
Toronto Dominion Bank
|
4,663 | $566,228 | |
| 6 | RY |
Royal Bank Of Canada
|
2,165 | $448,090 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,847 | $247,233 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,780,644 | 21,547 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,722,203 | 21,633 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,042,198 | 21,912 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,891,985 | 22,572 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,898,363 | 23,694 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,700,848 | 23,692 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,673,959 | 23,832 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,451,228 | 25,690 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,575,260 | 26,524 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,552,922 | 26,793 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,315,847 | 26,734 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,136,684 | 27,819 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,229,866 | 28,816 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,107,756 | 29,635 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,211,324 | 29,337 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,388,112 | 34,513 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,385,012 | 35,359 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,256,879 | 46,572 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,462,572 | 72,167 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,636,594 | 78,358 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,668,625 | 81,003 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,337,867 | 85,433 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,764,699 | 91,607 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,785,088 | 118,464 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,603,558 | 140,764 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,264,360 | 148,584 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||