Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$963,251
-$18,021 QoQ
Shares Held
11,656
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,368
of 2,859 holders
Holding Since
Dec 2020
21 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, 2026Syverson Strege & Co holds $7,379,154 across 13 Banks - Diversified names. WFC ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,331 | $1,744,996 | |
| 2 | C |
Citigroup Inc
|
7,488 | $1,048,020 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
11,656 | $963,251 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,864 | $732,990 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,296 | $476,634 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,270 | $382,666 | |
| 7 | BCS |
Barclays PLC
|
14,059 | $377,624 | |
| 8 | SAN |
Banco Santander, S.A.
|
25,391 | $350,395 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,251 | 11,656 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $981,272 | 12,326 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,149,528 | 12,334 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,073,231 | 12,804 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $1,339,125 | 16,714 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $210,201 | 2,928 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $207,067 | 2,948 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $239,548 | 4,133 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $291,726 | 5,927 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $330,353 | 8,085 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $405,801 | 9,508 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $227,943 | 6,098 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $236,674 | 5,732 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $230,460 | 5,730 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $244,342 | 6,238 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $284,896 | 5,879 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $180,260 | 3,757 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $183,922 | 3,963 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $153,261 | 3,384 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $132,212 | 3,384 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $117,219 | 3,884 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||