Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$887,636
+$32,705 QoQ
Shares Held
10,741
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,440
of 2,853 holders
Holding Since
Dec 2021
10 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, 2026Zhang Financial LLC holds $13,546,399 across 7 Banks - Diversified names. WFC ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,780 | $9,093,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
35,794 | $2,039,542 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
10,741 | $887,636 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,226 | $496,940 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,594 | $375,118 | |
| 6 | UBS |
UBS Group AG
|
7,061 | $349,943 | |
| 7 | C |
Citigroup Inc
|
2,172 | $303,993 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,636 | 10,741 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $854,931 | 10,739 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $232,254 | 2,492 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $208,795 | 2,491 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $212,067 | 2,954 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $382,527 | 5,446 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $209,182 | 3,703 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $218,198 | 3,674 | Shares | Sole | 2024-07-19 | |
| 2022-03-31 | $218,215 | 4,503 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $200,844 | 4,186 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||