Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,421,986
+$36,772 QoQ
Shares Held
17,207
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,163
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, 2026Nicholas Hoffman & Company, LLC. holds $11,525,193 across 8 Banks - Diversified names. WFC ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
75,217 | $4,285,864 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
12,587 | $4,120,102 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
17,207 | $1,421,986 | |
| 4 | C |
Citigroup Inc
|
5,058 | $707,917 | |
| 5 | RY |
Royal Bank Of Canada
|
1,895 | $392,208 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,339 | $222,415 | |
| 7 | BCS |
Barclays PLC
|
8,070 | $216,760 | |
| 8 | SAN |
Banco Santander, S.A.
|
11,445 | $157,941 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421,986 | 17,207 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,385,214 | 17,400 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,092,340 | 22,450 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,027,857 | 24,193 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,001,958 | 24,987 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,761,367 | 24,535 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $1,967,492 | 28,011 | Shares | Sole | 2025-06-23 | |
| 2024-09-30 | $1,569,348 | 27,781 | Shares | Sole | 2025-06-23 | |
| 2024-06-30 | $1,681,271 | 28,309 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,593,378 | 27,491 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,476,796 | 30,004 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,292,115 | 31,623 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,424,146 | 33,368 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,260,939 | 33,733 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,266,983 | 30,685 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,252,129 | 31,132 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,165,072 | 29,744 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,429,860 | 29,506 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,547,498 | 32,253 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,624,164 | 34,996 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,626,409 | 35,911 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,455,630 | 37,257 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,096,107 | 36,319 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $775,594 | 32,990 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $746,112 | 29,145 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $889,929 | 31,008 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||