Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,661,807
-$251,778 QoQ
Shares Held
20,109
-16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,077
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 13%
None 3%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gryphon Financial Partners LLC holds $19,802,584 across 8 Banks - Diversified names. WFC ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,296 | $11,553,439 | |
| 2 | BAC |
Bank Of America Corp /De/
|
51,093 | $2,911,279 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
20,109 | $1,661,807 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
13,823 | $1,314,429 | |
| 5 | UBS |
UBS Group AG
|
24,481 | $1,213,278 | |
| 6 | C |
Citigroup Inc
|
4,858 | $679,925 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,778 | $257,116 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,624 | $211,311 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,661,807 | 20,109 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,913,585 | 24,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,229,530 | 23,922 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,748,317 | 20,858 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,277,352 | 15,943 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,101,041 | 15,337 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $918,738 | 13,080 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $776,058 | 13,738 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $858,837 | 14,461 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,028,788 | 17,750 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,302,705 | 26,467 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $559,331 | 13,689 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $656,801 | 15,389 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $664,317 | 17,772 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $717,207 | 17,370 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $660,411 | 16,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $494,559 | 12,626 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $644,808 | 13,306 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $662,267 | 13,803 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $1,041,577 | 22,443 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,408,336 | 31,096 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,043,675 | 26,713 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $798,773 | 26,467 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $702,642 | 29,887 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $469,887 | 18,355 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $591,160 | 20,598 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||