Vestmark Advisory Solutions, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1736982
Wakefield, MA
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,406,964
+$2,869,215 QoQ
Shares Held
101,730
+46.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#542
of 2,853 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $127,248,769 across 13 Banks - Diversified names. WFC ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
176,488 | $57,769,814 | |
| 2 | C |
Citigroup Inc
|
77,872 | $10,898,963 | |
| 3 | BAC |
Bank Of America Corp /De/
|
160,712 | $9,157,368 | |
| 4 | BCS |
Barclays PLC
|
337,776 | $9,072,662 | |
| 5 | ING |
Ing Groep NV
|
270,953 | $8,502,503 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
101,730 | $8,406,964 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
38,747 | $5,603,202 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
199,456 | $4,998,365 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,406,964 | 101,730 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,537,749 | 69,561 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,708,800 | 39,794 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,467,464 | 41,368 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,368,885 | 42,048 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $659,319 | 9,184 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $646,699 | 9,207 | Shares | Other | 2025-02-06 | |
| 2023-06-30 | $1,464,222 | 34,307 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,182,852 | 31,644 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,363,932 | 33,033 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,295,687 | 32,215 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,256,847 | 32,087 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,768,111 | 36,486 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,804,000 | 37,599 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,660,456 | 35,778 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,588,456 | 35,073 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $987,064 | 25,264 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $517,617 | 17,151 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $614,457 | 26,136 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $795,776 | 31,085 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,219,284 | 77,327 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||