Position in WFC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$6,833,085
-$1,213,337 QoQ
Shares Held
85,832
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.7759343834467332.ToString("F0")%
Shared 0.ToString("F0")%
None 99.22406561655328.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2021CallValue
$226,450
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $133,059,343 across 19 Banks - Diversified names. WFC ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
97,008 | $28,535,873 | |
| 2 | C |
Citigroup Inc
|
130,561 | $14,806,923 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
174,773 | $14,417,024 | |
| 4 | BAC |
Bank Of America Corp /De/
|
222,989 | $10,870,713 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
455,207 | $9,859,783 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
85,832 | $6,833,085 | |
| 7 | RY |
Royal Bank Of Canada
|
37,848 | $6,123,049 | |
| 8 | UBS |
UBS Group AG
|
155,238 | $6,065,148 |
All Filings in WFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,833,085 | 85,832 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,046,422 | 86,335 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,983,630 | 83,317 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,307,046 | 78,720 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,046,693 | 70,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,642,091 | 66,089 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,284,046 | 58,135 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,164,714 | 53,287 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,697,168 | 46,535 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,221,544 | 45,135 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,785,949 | 43,709 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,250,943 | 52,740 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,292,862 | 34,587 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,682,402 | 40,746 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,542,708 | 63,220 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,188,456 | 30,341 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,260,686 | 26,015 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,198,204 | 24,973 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $985,330 | 21,231 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $924,595 | 20,415 | Shares | Sole | 2021-07-20 | |
| 2021-06-30 | $226,450 | 5,000 | Call | Sole | 2021-07-20 | |
| 2021-03-31 | $156,280 | 4,000 | Call | Sole | 2021-05-12 | |
| 2021-03-31 | $609,492 | 15,600 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $379,422 | 12,572 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $287,198 | 12,216 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $400,537 | 15,646 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $311,136 | 10,841 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||