Wilkinson Global Asset Management LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1764000
New York, NY
Position in WFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,420,144
-$483,036 QoQ
Shares Held
30,400
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Wilkinson Global Asset Management LLC holds $118,627,519 across 4 Banks - Diversified names. WFC ranks #3 (2.0% of the industry book) .
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,420,144 | 30,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,903,180 | 31,150 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,548,128 | 30,400 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $2,435,648 | 30,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,182,416 | 30,400 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,135,296 | 30,400 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,717,296 | 30,400 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,805,456 | 30,400 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,761,984 | 30,400 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $1,496,288 | 30,400 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $1,242,144 | 30,400 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,297,472 | 30,400 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,136,352 | 30,400 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $1,255,216 | 30,400 | Shares | Other | 2023-01-31 | |
| 2022-09-30 | $1,222,688 | 30,400 | Shares | Other | 2022-10-19 | |
| 2022-06-30 | $1,190,768 | 30,400 | Shares | Other | 2022-07-26 | |
| 2022-03-31 | $1,473,184 | 30,400 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,468,188 | 30,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,420,146 | 30,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,385,874 | 30,600 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,195,542 | 30,600 | Shares | Other | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||