Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,519,997
-$10,505 QoQ
Shares Held
18,393
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,126
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026SAGE RHINO CAPITAL LLC holds $11,011,206 across 11 Banks - Diversified names. WFC ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,855 | $3,225,837 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
18,393 | $1,519,997 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
12,540 | $1,192,428 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,090 | $803,842 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
31,941 | $800,441 | |
| 6 | SAN |
Banco Santander, S.A.
|
54,671 | $754,459 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,641 | $748,679 | |
| 8 | UBS |
UBS Group AG
|
14,030 | $695,326 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,997 | 18,393 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,530,502 | 19,225 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,814,231 | 19,466 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,673,298 | 19,963 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,699,745 | 21,215 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,401,269 | 19,519 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,395,598 | 19,869 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,143,244 | 20,238 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,199,796 | 20,202 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,155,664 | 19,939 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,000,150 | 20,320 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $830,316 | 20,321 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $874,683 | 20,494 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $833,835 | 22,307 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $853,588 | 20,673 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $822,217 | 20,443 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $779,522 | 19,901 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,052,211 | 21,713 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,101,093 | 22,949 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,090,078 | 23,488 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,039,088 | 22,943 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $850,827 | 21,777 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $654,030 | 21,671 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $567,672 | 24,146 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,238,784 | 48,390 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,180,344 | 41,127 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||