Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$56,653,108
+$7,369,503 QoQ
Shares Held
685,541
+10.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#233
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026IFM Investors Pty Ltd holds $420,071,993 across 5 Banks - Diversified names. WFC ranks #3 (13.5% of the industry book) .
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,653,108 | 685,541 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $49,283,605 | 619,063 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $56,469,507 | 605,896 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $51,224,413 | 611,124 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $49,342,863 | 615,862 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $44,416,329 | 618,698 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $44,696,029 | 636,333 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $39,794,324 | 704,449 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $42,430,591 | 714,440 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $41,488,637 | 715,815 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $35,509,867 | 721,452 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $30,116,557 | 737,067 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $30,507,792 | 714,803 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $25,066,878 | 670,596 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $26,874,339 | 650,868 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,053,228 | 647,768 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $25,267,391 | 645,070 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $30,468,740 | 628,740 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $25,714,305 | 535,938 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $25,230,935 | 543,653 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $24,611,582 | 543,422 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $16,431,318 | 420,561 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $11,372,910 | 376,836 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $7,637,411 | 324,858 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $7,416,115 | 289,692 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $11,987,846 | 417,695 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||