Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$963,003
+$239,587 QoQ
Shares Held
11,653
+28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,366
of 2,853 holders
Holding Since
Jun 2021
21 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, 2026Monument Capital Management holds $7,252,118 across 6 Banks - Diversified names. WFC ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,063 | $3,948,581 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
11,653 | $963,003 | |
| 3 | C |
Citigroup Inc
|
6,379 | $892,804 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
7,636 | $726,107 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,678 | $387,265 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,868 | $334,358 |
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,003 | 11,653 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $723,416 | 9,087 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $855,389 | 9,178 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $769,299 | 9,178 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $809,131 | 10,099 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $715,171 | 9,962 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $699,730 | 9,962 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $558,347 | 9,884 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $588,079 | 9,902 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $571,833 | 9,866 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $493,135 | 10,019 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $410,561 | 10,048 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $474,473 | 11,117 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $255,118 | 6,825 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $411,867 | 9,975 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $515,942 | 12,828 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $322,721 | 8,239 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $659,007 | 13,599 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $701,515 | 14,621 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $637,951 | 13,746 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $236,594 | 5,224 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||