Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,386,120
+$572,427 QoQ
Shares Held
16,773
+64.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,176
of 2,859 holders
Holding Since
Jun 2021
21 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, 2026WADDELL & ASSOCIATES, LLC holds $10,373,434 across 6 Banks - Diversified names. WFC ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,606 | $5,108,311 | |
| 2 | C |
Citigroup Inc
|
11,591 | $1,622,276 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,464 | $1,450,938 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
16,773 | $1,386,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,970 | $574,101 | |
| 6 | TD |
Toronto Dominion Bank
|
1,908 | $231,688 |
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,386,120 | 16,773 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $813,693 | 10,221 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $781,482 | 8,385 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $674,751 | 8,050 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $606,588 | 7,571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $588,103 | 8,192 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $502,426 | 7,153 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $404,072 | 7,153 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $424,163 | 7,142 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $379,290 | 6,544 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $380,667 | 7,734 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $346,165 | 8,472 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $363,548 | 8,518 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $327,112 | 8,751 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $365,581 | 8,854 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $292,037 | 7,261 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $284,256 | 7,257 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $501,027 | 10,339 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $702,379 | 14,639 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $741,585 | 15,979 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $729,938 | 16,117 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||