Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,858,160
-$482,692 QoQ
Shares Held
22,485
-23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,040
of 2,858 holders
Holding Since
Mar 2021
22 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, 2026West Branch Capital LLC holds $16,942,666 across 6 Banks - Diversified names. WFC ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,949 | $11,112,526 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,473 | $3,901,591 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
22,485 | $1,858,160 | |
| 4 | C |
Citigroup Inc
|
390 | $54,584 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
133 | $15,295 | |
| 6 | SAN |
Banco Santander, S.A.
|
37 | $510 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,160 | 22,485 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,340,852 | 29,404 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,652,285 | 28,458 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,261,882 | 26,985 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,994,907 | 24,899 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,585,912 | 22,091 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,207,214 | 17,187 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $633,139 | 11,208 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $614,092 | 10,340 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $477,474 | 8,238 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $373,186 | 7,582 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $373,296 | 9,136 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $421,763 | 9,882 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $401,012 | 10,728 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $425,493 | 10,305 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $414,346 | 10,302 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $428,950 | 10,951 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $545,708 | 11,261 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $587,755 | 12,250 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $536,174 | 11,553 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $527,266 | 11,642 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $265,246 | 6,789 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||