Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$223,673,671
+$10,462,568 QoQ
Shares Held
2,706,603
+1.1% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Aberdeen Group plc holds $1,654,990,541 across 5 Banks - Diversified names. WFC ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,381,034 | $779,383,858 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,360,525 | $362,422,713 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,706,603 | $223,673,671 | |
| 4 | C |
Citigroup Inc
|
1,456,037 | $203,786,938 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
592,790 | $85,723,361 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,673,671 | 2,706,603 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $213,211,103 | 2,678,195 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $242,612,554 | 2,603,139 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $222,857,095 | 2,658,758 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $109,052,854 | 1,361,119 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $88,740,121 | 1,236,107 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $86,612,592 | 1,233,095 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $79,979,276 | 1,415,813 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $82,697,367 | 1,392,446 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $89,692,113 | 1,547,483 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $77,424,831 | 1,573,036 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $37,227,545 | 911,100 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $41,551,752 | 973,565 | Shares | Defined | 2024-06-20 | |
| 2023-03-31 | $37,353,720 | 999,297 | Shares | Defined | 2024-06-20 | |
| 2022-12-31 | $40,988,086 | 992,688 | Shares | Defined | 2024-06-20 | |
| 2022-09-30 | $36,950,434 | 918,708 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $36,878,592 | 941,501 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $50,960,922 | 1,051,608 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $92,699,373 | 1,932,042 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $93,988,974 | 2,025,188 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $99,085,143 | 2,187,793 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $88,292,142 | 2,259,845 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $58,389,183 | 1,934,698 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $44,501,795 | 1,892,888 | Shares | Defined | 2020-10-21 | |
| 2020-06-30 | $51,510,117 | 2,012,114 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $61,170,518 | 2,131,377 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||