Perpetual Ltd

Position in WFC — Wells Fargo & Company/Mn

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,028,672

+$1,782,299 QoQ

Shares Held

36,649

+134.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#844

of 2,858 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $17,754,249 across 5 Banks - Diversified names. WFC ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,652	$6,760,018
2	BAC	Bank Of America Corp /De/	82,716	$4,713,156
3	WFC	Wells Fargo & Company/Mn This page	36,649	$3,028,672
4	C	Citigroup Inc	19,472	$2,725,300
5	BNY	Bank of New York Mellon Corp	3,645	$527,103

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,028,672	36,649	+134.1%	Shares	Sole	2026-07-15
2026-03-31	$1,246,373	15,656	+21.6%	Shares	Sole	2026-04-14
2025-12-31	$1,199,670	12,872	+38.0%	Shares	Sole	2026-01-20
2025-09-30	$781,621	9,325	+8.3%	Shares	Sole	2025-10-10
2025-06-30	$690,073	8,613	-25.2%	Shares	Sole	2025-07-11
2025-03-31	$826,661	11,515	0.0%	Shares	Sole	2025-04-24
2024-12-31	$808,813	11,515	-96.9%	Shares	Sole	2025-01-17
2024-09-30	$20,855,599	369,191	-44.4%	Shares	Sole	2024-10-09
2024-06-30	$39,418,924	663,730	+1.0%	Shares	Sole	2024-07-30
2024-03-31	$38,077,459	656,961	+2.2%	Shares	Sole	2024-04-16
2023-12-31	$31,631,675	642,659	-44.7%	Shares	Sole	2024-02-15
2023-09-30	$47,486,674	1,162,180	+6.5%	Shares	Sole	2023-10-10
2023-06-30	$46,593,585	1,091,696	+0.8%	Shares	Sole	2023-07-13
2023-03-31	$40,465,793	1,082,552	+172.4%	Shares	Sole	2023-05-08
2020-09-30	$9,344,543	397,471	+142.3%	Shares	Sole	2020-12-08
2020-06-30	$4,199,577	164,046	+67.5%	Shares	Sole	2020-12-08
2020-03-31	$2,810,648	97,932	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.