Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,091,282
+$411,067 QoQ
Shares Held
97,910
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#553
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, 2026NorthCoast Asset Management LLC holds $106,802,427 across 7 Banks - Diversified names. WFC ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
274,706 | $38,447,851 | |
| 2 | BAC |
Bank Of America Corp /De/
|
669,377 | $38,141,101 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
30,991 | $10,144,284 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
59,760 | $8,641,893 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
97,910 | $8,091,282 | |
| 6 | UBS |
UBS Group AG
|
35,588 | $1,763,741 | |
| 7 | TD |
Toronto Dominion Bank
|
12,948 | $1,572,275 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,091,282 | 97,910 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,680,215 | 96,473 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,278,324 | 67,364 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $21,925,887 | 261,583 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,055,469 | 300,243 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,640,776 | 259,657 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $18,322,525 | 260,856 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $15,202,136 | 269,112 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,309,466 | 89,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,504,313 | 129,474 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,343,424 | 128,879 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,984,633 | 121,993 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,222,879 | 122,373 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,513,335 | 120,742 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,785,183 | 140,111 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $279,046 | 6,938 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $374,426 | 9,559 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $499,283 | 10,303 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,574,079 | 53,649 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $551,025 | 11,873 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $828,082 | 18,284 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $789,956 | 20,219 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,619,126 | 53,649 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,400,888 | 102,122 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,486,195 | 97,117 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,867,336 | 65,064 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||