Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$26,872,379
+$709,508 QoQ
Shares Held
325,174
-1.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#339
of 2,858 holders
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, 2026Steigerwald, Gordon & Koch Inc. holds $66,328,363 across 9 Banks - Diversified names. WFC ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
117,984 | $38,619,702 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
325,174 | $26,872,379 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,955 | $396,295 | |
| 4 | C |
Citigroup Inc
|
1,694 | $237,092 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,150 | $166,301 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
750 | $17,685 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
599 | $11,914 | |
| 8 | TD |
Toronto Dominion Bank
|
30 | $3,642 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,872,379 | 325,174 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $26,162,871 | 328,638 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $30,663,079 | 329,003 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $28,010,213 | 334,171 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $27,017,505 | 337,213 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $24,252,959 | 337,832 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $24,004,239 | 341,746 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $19,084,186 | 337,833 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $19,370,107 | 326,151 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $18,644,746 | 321,683 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $15,701,180 | 319,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $12,939,054 | 316,668 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,223,074 | 309,819 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $11,334,700 | 303,229 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $12,079,926 | 292,563 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $11,480,879 | 285,452 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $10,816,952 | 276,154 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $13,149,427 | 271,346 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,909,546 | 269,061 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,355,687 | 266,229 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $11,794,784 | 260,428 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $9,688,109 | 247,968 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,988,842 | 231,572 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,889,844 | 207,990 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $4,357,196 | 170,203 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $503,771 | 17,553 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||