EDMOND DE ROTHSCHILD HOLDING S.A.
Position in WFC — Wells Fargo & Company/Mn
CIK 1649647
Chambesy, V8
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$62,889,866
+$2,290,338 QoQ
Shares Held
761,010
-0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#218
of 2,853 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, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $401,121,536 across 12 Banks - Diversified names. WFC ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
3,093,041 | $176,241,474 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
343,644 | $112,484,988 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
761,010 | $62,889,866 | |
| 4 | UBS |
UBS Group AG
|
615,773 | $30,517,708 | |
| 5 | C |
Citigroup Inc
|
107,076 | $14,986,355 | |
| 6 | RY |
Royal Bank Of Canada
|
8,248 | $1,707,088 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
7,537 | $1,089,924 | |
| 8 | TD |
Toronto Dominion Bank
|
6,408 | $778,123 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,889,866 | 761,010 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,599,528 | 761,205 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,044,496 | 290,177 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,046,310 | 310,741 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,141,700 | 288,838 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,487,291 | 229,660 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,867,580 | 254,379 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,435,341 | 326,347 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,306,610 | 308,244 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,151,432 | 330,425 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $16,316,232 | 331,496 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,939,021 | 341,141 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,589,133 | 341,826 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,805,528 | 342,577 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,114,957 | 462,944 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,587,994 | 462,158 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,096,304 | 461,994 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,854,587 | 450,982 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $22,786,325 | 474,913 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $22,046,652 | 475,041 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,502,061 | 474,764 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,989,560 | 358,064 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,879,032 | 261,068 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,879,923 | 207,568 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,609,740 | 180,068 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,166,000 | 180,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||