Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$621,948
+$10,066 QoQ
Shares Held
7,526
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,656
of 2,859 holders
Holding Since
Mar 2020
22 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, 2026Radnor Capital Management, LLC holds $22,839,014 across 6 Banks - Diversified names. WFC ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
55,263 | $18,089,237 | |
| 2 | TD |
Toronto Dominion Bank
|
11,836 | $1,437,245 | |
| 3 | BNS |
Bank Of Nova Scotia
|
13,275 | $1,152,801 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
7,535 | $1,089,636 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
7,526 | $621,948 | |
| 6 | BAC |
Bank Of America Corp /De/
|
7,865 | $448,147 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,948 | 7,526 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $611,882 | 7,686 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $716,335 | 7,686 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $775,335 | 9,250 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $777,244 | 9,701 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $696,434 | 9,701 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $681,398 | 9,701 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $619,186 | 10,961 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $626,895 | 10,816 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $532,363 | 10,816 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $444,107 | 10,869 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $412,039 | 11,023 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $455,139 | 11,023 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $443,345 | 11,023 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $431,770 | 11,023 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $546,338 | 11,274 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $540,926 | 11,274 | Shares | Sole | 2022-01-20 | |
| 2021-03-31 | $502,987 | 12,874 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $622,009 | 20,610 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $594,567 | 25,290 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $698,624 | 27,290 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $805,695 | 28,073 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||