Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,967,237
+$1,985,000 QoQ
Shares Held
132,711
+17.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#485
of 2,853 holders
Holding Since
Jun 2020
25 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, 2026Integrated Wealth Concepts LLC holds $188,397,519 across 19 Banks - Diversified names. WFC ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
287,857 | $94,224,231 | |
| 2 | BAC |
Bank Of America Corp /De/
|
457,988 | $26,096,156 | |
| 3 | C |
Citigroup Inc
|
153,863 | $21,534,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
132,711 | $10,967,237 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
71,038 | $10,272,805 | |
| 6 | UBS |
UBS Group AG
|
62,814 | $3,113,061 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
32,685 | $3,108,016 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
117,514 | $2,944,900 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,967,237 | 132,711 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,982,237 | 112,828 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,470,990 | 47,972 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $8,817,612 | 105,197 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $8,773,620 | 109,506 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,569,285 | 119,366 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $8,293,307 | 118,071 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,430,849 | 78,436 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,249,125 | 88,384 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,313,888 | 91,682 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,117,012 | 124,279 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,442,830 | 108,733 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,623,225 | 108,323 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,728,954 | 99,758 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,444,571 | 34,986 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,317,003 | 32,745 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,312,782 | 33,515 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,560,363 | 32,199 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,509,498 | 31,461 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,667,140 | 35,922 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,260,330 | 27,828 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,028,244 | 26,318 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,143,912 | 37,903 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $600,562 | 25,545 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $697,625 | 27,251 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||