Position in WFC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,498,015
+$27,937 QoQ
Shares Held
18,127
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,130
of 2,853 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, 2026CX Institutional holds $17,329,190 across 17 Banks - Diversified names. WFC ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,458 | $9,642,487 | |
| 2 | C |
Citigroup Inc
|
14,139 | $1,978,894 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,279 | $1,953,217 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
18,127 | $1,498,015 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,733 | $1,407,489 | |
| 6 | RY |
Royal Bank Of Canada
|
1,819 | $376,478 | |
| 7 | TD |
Toronto Dominion Bank
|
2,138 | $259,617 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
554 | $97,891 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,015 | 18,127 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,470,078 | 18,466 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,812,274 | 19,445 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,711,772 | 20,422 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,644,543 | 20,526 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,446,137 | 20,144 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,435,213 | 20,433 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,085,229 | 19,211 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,176,100 | 19,803 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,148,071 | 19,808 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $998,181 | 20,280 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $819,774 | 20,063 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $834,948 | 19,563 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $305,992 | 8,186 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $441,431 | 10,691 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $389,490 | 9,684 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $332,396 | 8,486 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $447,431 | 9,233 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $399,385 | 8,324 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $368,356 | 7,937 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $348,098 | 7,686 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $396,521 | 10,149 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,825,542 | 93,623 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,293,588 | 97,558 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,675,852 | 65,463 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,562,083 | 54,428 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||