Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,032,794
-$190,230 QoQ
Shares Held
181,907
-4.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#427
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHOREO, LLC holds $209,979,982 across 17 Banks - Diversified names. WFC ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
1,849,644 | $105,392,715 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
159,145 | $52,092,932 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
181,907 | $15,032,794 | |
| 4 | C |
Citigroup Inc
|
71,597 | $10,020,716 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
47,334 | $6,844,969 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
145,115 | $3,636,581 | |
| 7 | UBS |
UBS Group AG
|
69,570 | $3,447,889 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
29,032 | $2,760,652 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,032,794 | 181,907 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $15,223,024 | 191,220 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,297,396 | 196,324 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,950,807 | 214,159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,503,255 | 218,463 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,704,671 | 232,688 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,869,273 | 268,640 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $24,288,553 | 429,962 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,905,211 | 335,161 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,274,450 | 56,495 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,447,858 | 49,733 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,806,257 | 44,206 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,801,821 | 42,217 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,618,030 | 43,286 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $705,150 | 17,078 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $399,465 | 9,932 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $404,939 | 10,338 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $722,926 | 14,918 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,046,587 | 21,813 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,033,597 | 22,271 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $971,244 | 21,445 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $884,544 | 22,640 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $662,692 | 21,958 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $523,450 | 22,265 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $593,331 | 23,177 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $686,389 | 23,916 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||