Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,692,520
+$163,011 QoQ
Shares Held
44,682
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#776
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, 2026Triumph Capital Management holds $10,541,237 across 18 Banks - Diversified names. WFC ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,336 | $5,019,932 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
44,682 | $3,692,520 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,038 | $464,370 | |
| 4 | BNS |
Bank Of Nova Scotia
|
3,840 | $333,465 | |
| 5 | C |
Citigroup Inc
|
2,068 | $289,437 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,458 | $210,841 | |
| 7 | RY |
Royal Bank Of Canada
|
622 | $128,735 | |
| 8 | TD |
Toronto Dominion Bank
|
969 | $117,665 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,692,520 | 44,682 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,529,509 | 44,335 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,135,097 | 44,368 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $625,464 | 7,462 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $597,855 | 7,462 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $639,792 | 8,912 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $611,228 | 8,702 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $509,709 | 9,023 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $536,232 | 9,029 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $520,944 | 8,988 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $779,644 | 15,840 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $814,135 | 19,925 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,086,035 | 25,446 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $759,299 | 20,313 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $899,089 | 21,775 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $553,105 | 13,752 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $542,700 | 13,855 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $688,325 | 14,204 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $986,708 | 20,565 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $867,774 | 18,698 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $846,153 | 18,683 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||