Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$79,582
+$2,918 QoQ
Shares Held
963
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,637
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026Investors Research Corp holds $3,318,867 across 8 Banks - Diversified names. WFC ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,591 | $848,112 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,577 | $716,637 | |
| 3 | C |
Citigroup Inc
|
4,425 | $619,323 | |
| 4 | UBS |
UBS Group AG
|
8,036 | $398,264 | |
| 5 | ING |
Ing Groep NV
|
10,280 | $322,586 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,894 | $273,891 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
963 | $79,582 | |
| 8 | TD |
Toronto Dominion Bank
|
498 | $60,472 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,582 | 963 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $76,664 | 963 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $81,922 | 879 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $73,677 | 879 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $70,425 | 879 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $63,103 | 879 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $666,296 | 9,486 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $760,411 | 13,461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $789,946 | 13,301 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,101,993 | 19,013 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $956,738 | 19,438 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $810,049 | 19,825 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $862,605 | 20,211 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $755,487 | 20,211 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $844,834 | 20,461 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $830,985 | 20,661 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $809,291 | 20,661 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,001,232 | 20,661 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $991,314 | 20,661 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $958,877 | 20,661 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $934,151 | 20,626 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $805,857 | 20,626 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $597,201 | 19,788 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $512,165 | 21,785 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $566,656 | 22,135 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $635,274 | 22,135 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||