SIMON QUICK ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1692038 MORRISTOWN, NJ

Position in WFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$262,795

+$27,070 QoQ

Shares Held

3,180

+7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,310

of 2,858 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $45,598,019 across 5 Banks - Diversified names. WFC ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	513,385	$29,252,677
2	JPM	Jpmorgan Chase & Co	27,175	$8,895,192
3	C	Citigroup Inc	47,903	$6,704,503
4	BNY	Bank of New York Mellon Corp	3,339	$482,852
5	WFC	Wells Fargo & Company/Mn This page	3,180	$262,795

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,795	3,180	+7.4%	Shares	Sole	2026-07-28
2026-03-31	$235,725	2,961	-25.9%	Shares	Sole	2026-05-06
2025-12-31	$372,520	3,997	-78.4%	Shares	Sole	2026-01-29
2025-03-31	$1,327,038	18,485	+34.3%	Shares	Sole	2025-04-15
2024-12-31	$966,853	13,765	+18.4%	Shares	Sole	2025-01-17
2024-09-30	$656,809	11,627	+17.0%	Shares	Sole	2024-10-15
2024-06-30	$589,980	9,934	+21.5%	Shares	Sole	2024-08-02
2024-03-31	$473,765	8,174	+31.6%	Shares	Sole	2024-04-19
2023-12-31	$305,803	6,213	-29.6%	Shares	Sole	2024-01-16
2023-09-30	$360,834	8,831	+19.7%	Shares	Sole	2023-10-24
2023-06-30	$314,765	7,375	+15.3%	Shares	Sole	2023-08-01
2023-03-31	$239,045	6,395	+37.9%	Shares	Sole	2023-05-15
2022-03-31	$224,757	4,638	+71.5%	Shares	Sole	2022-05-05
2021-12-31	$129,785	2,705	-86.1%	Shares	Sole	2022-02-08
2021-09-30	$902,071	19,437	+610.7%	Shares	Sole	2021-10-27
2021-06-30	$123,868	2,735	-17.0%	Shares	Sole	2021-07-21
2021-03-31	$128,696	3,294	+12.0%	Shares	Sole	2021-05-06
2020-12-31	$88,789	2,942	+0.1%	Shares	Sole	2021-01-27
2020-09-30	$69,119	2,940	+0.1%	Shares	Sole	2020-10-26
2020-06-30	$75,212	2,938	-21.3%	Shares	Sole	2020-08-04
2020-03-31	$107,079	3,731	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.