Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$268,827
+$43,133 QoQ
Shares Held
3,253
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,283
of 2,858 holders
Holding Since
Sep 2020
20 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, 2026Symmetry Partners, LLC holds $3,699,284 across 7 Banks - Diversified names. WFC ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,650 | $1,522,083 | |
| 2 | BAC |
Bank Of America Corp /De/
|
10,757 | $612,933 | |
| 3 | C |
Citigroup Inc
|
3,975 | $556,341 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
3,439 | $327,014 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
3,253 | $268,827 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,767 | $255,525 | |
| 7 | SAN |
Banco Santander, S.A.
|
11,345 | $156,561 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,827 | 3,253 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $225,694 | 2,835 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $267,856 | 2,874 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $237,294 | 2,831 | Shares | Sole | 2025-10-15 | |
| 2024-06-30 | $996,207 | 16,774 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,093,705 | 18,870 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $928,781 | 18,870 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,166,471 | 28,548 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,218,428 | 28,548 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,067,124 | 28,548 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,281,022 | 31,025 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,148,200 | 28,548 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,074,002 | 27,419 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,436,589 | 70,916 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $3,894,872 | 81,177 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $2,673,912 | 57,615 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,327,178 | 29,304 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,144,907 | 29,304 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $868,157 | 28,766 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $697,283 | 29,659 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||