Position in WFC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$32,261,474
-$7,919,189 QoQ
Shares Held
405,244
-6.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 4.9663906189851055.ToString("F0")%
Shared 0.ToString("F0")%
None 95.0336093810149.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Sanctuary Advisors, LLC holds $292,242,237 across 13 Banks - Diversified names. WFC ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
718,193 | $211,263,652 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
405,244 | $32,261,474 | |
| 3 | C |
Citigroup Inc
|
253,944 | $28,799,789 | |
| 4 | SAN |
Banco Santander, S.A.
|
325,569 | $3,672,418 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
196,298 | $3,331,177 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
116,234 | $2,517,628 | |
| 7 | RY |
Royal Bank Of Canada
|
14,730 | $2,383,019 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
25,105 | $2,070,911 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,261,474 | 405,244 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,180,663 | 431,123 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $34,743,222 | 414,498 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $32,744,403 | 408,692 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $28,199,183 | 392,801 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $27,707,081 | 394,463 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $21,835,870 | 386,544 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $21,873,871 | 368,309 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||