Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,744,111
-$5,690,713 QoQ
Shares Held
93,709
-44.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#37
of 450 holders
Holding Since
Dec 2020
18 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 Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $56,750,078 across 10 Banks - Diversified names. WFC ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
71,175 | $23,297,712 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
93,709 | $7,744,111 | |
| 3 | BAC |
Bank Of America Corp /De/
|
126,924 | $7,232,129 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
40,531 | $5,861,187 | |
| 5 | C |
Citigroup Inc
|
40,891 | $5,723,104 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
76,263 | $1,798,281 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
28,063 | $1,669,748 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
80,948 | $1,610,055 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,744,111 | 93,709 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $13,434,824 | 168,758 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,841,168 | 159,240 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,483,586 | 29,630 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,109,341 | 13,846 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,240,273 | 86,924 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,066,073 | 100,599 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,159,231 | 91,330 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,441,347 | 158,972 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $4,120,009 | 83,706 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,101,240 | 100,373 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,238,216 | 75,872 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,896,362 | 50,732 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $2,782,910 | 71,047 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,984,159 | 102,851 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,312,922 | 89,890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $644,170 | 13,880 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $996,332 | 33,013 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||