Rockefeller Capital Management L.P.

Position in WFC — Wells Fargo & Company/Mn

CIK 1739439 NEW YORK, NY

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$62,277,089

+$1,353,788 QoQ

Shares Held

753,595

-1.5% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#220

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $1,217,044,513 across 19 Banks - Diversified names. WFC ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,459,728	$805,142,762
2	C	Citigroup Inc	762,371	$106,701,443
3	BAC	Bank Of America Corp /De/	1,591,093	$90,660,477
4	RY	Royal Bank Of Canada	410,231	$84,905,507
5	WFC	Wells Fargo & Company/Mn This page	753,595	$62,277,089
6	BNY	Bank of New York Mellon Corp	147,719	$21,361,642
7	UBS	UBS Group AG	151,317	$7,499,269
8	ING	Ing Groep NV	218,947	$6,870,555

All Filings in WFC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,277,089	753,595	-1.5%	Shares	Defined	2026-08-13
2026-03-31	$60,923,301	765,272	+7.3%	Shares	Defined	2026-05-14
2025-12-31	$66,498,945	713,508	+29.6%	Shares	Defined	2026-03-17
2025-09-30	$46,153,553	550,627	+3.6%	Shares	Defined	2025-11-14
2025-06-30	$42,601,485	531,721	+15.3%	Shares	Defined	2025-08-08
2025-03-31	$33,098,204	461,042	-30.3%	Shares	Defined	2025-05-14
2024-12-31	$46,477,104	661,690	+3.7%	Shares	Defined	2025-02-13
2024-09-30	$36,053,781	638,233	+37.2%	Shares	Defined	2024-11-14
2024-06-30	$27,625,257	465,150	-0.6%	Shares	Defined	2024-08-12
2024-03-31	$27,121,569	467,936	-6.6%	Shares	Defined	2024-05-14
2023-12-31	$24,660,054	501,017	-35.0%	Shares	Defined	2024-02-14
2023-09-30	$31,484,508	770,546	+63.1%	Shares	Defined	2023-11-14
2023-06-30	$20,160,451	472,363	-36.7%	Shares	Defined	2023-08-14
2023-03-31	$27,877,440	745,785	+8.8%	Shares	Defined	2023-05-16
2022-12-31	$28,289,841	685,150	+23.0%	Shares	Defined	2023-03-06
2022-09-30	$22,411,748	557,229	+112.1%	Shares	Defined	2022-11-02
2022-06-30	$10,290,114	262,704	-5.3%	Shares	Defined	2022-08-12
2022-03-31	$13,436,841	277,277	-3.3%	Shares	Defined	2022-05-13
2021-12-31	$13,755,960	286,702	-45.7%	Shares	Defined	2022-02-14
2021-09-30	$24,491,066	527,711	+2.7%	Shares	Defined	2021-11-12
2021-06-30	$23,281,911	514,063	+55.0%	Shares	Defined	2021-08-10
2021-03-31	$12,960,338	331,721	+6.7%	Shares	Defined	2021-05-11
2020-12-31	$9,378,432	310,750	-26.1%	Shares	Defined	2021-02-12
2020-09-30	$9,889,879	420,667	-12.9%	Shares	Defined	2020-11-13
2020-06-30	$12,365,900	483,043	-74.3%	Shares	Defined	2020-08-12
2020-03-31	$53,857,787	1,876,578	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.