Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$524,268
+$16,675 QoQ
Shares Held
6,344
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,778
of 2,858 holders
Holding Since
Mar 2020
19 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, 2026Salomon & Ludwin, LLC holds $3,553,366 across 14 Banks - Diversified names. WFC ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,155 | $1,687,386 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
6,344 | $524,268 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,923 | $223,532 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,131 | $202,636 | |
| 5 | C |
Citigroup Inc
|
986 | $138,000 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,603 | $131,333 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
768 | $111,060 | |
| 8 | SAN |
Banco Santander, S.A.
|
7,751 | $106,963 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,268 | 6,344 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $507,593 | 6,376 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $610,553 | 6,551 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $553,631 | 6,605 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $384,255 | 4,796 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $369,646 | 5,149 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $361,665 | 5,149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $296,911 | 5,256 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $288,457 | 4,857 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $300,290 | 5,181 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $258,355 | 5,249 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $214,474 | 5,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $245,410 | 5,750 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $214,972 | 5,751 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $243,363 | 5,894 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $204,357 | 5,081 | Shares | Sole | 2022-11-03 | |
| 2021-09-30 | $232,142 | 5,002 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $200,317 | 4,423 | Shares | Sole | 2021-08-06 | |
| 2020-03-31 | $746 | 26 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||