Position in WFC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,722,685
-$568,874 QoQ
Shares Held
71,884
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 91.16505529665437.ToString("F0")%
Shared 0.ToString("F0")%
None 8.834944703345622.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Ethic Inc. holds $147,889,673 across 17 Banks - Diversified names. WFC ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,705 | $24,622,662 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
202,881 | $24,067,773 | |
| 3 | BAC |
Bank Of America Corp /De/
|
468,172 | $22,823,385 | |
| 4 | C |
Citigroup Inc
|
127,928 | $14,508,314 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
158,702 | $13,091,327 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
507,076 | $10,983,266 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
401,745 | $7,934,463 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
71,884 | $5,722,685 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,722,685 | 71,884 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,291,559 | 67,506 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,465,818 | 65,209 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,837,725 | 60,381 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,208,975 | 58,629 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,796,331 | 54,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,925,913 | 34,093 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,317,932 | 39,029 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,976,030 | 34,093 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,604,916 | 32,607 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $863,004 | 21,121 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $744,253 | 17,438 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $578,231 | 15,469 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $640,077 | 15,502 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $409,318 | 10,177 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $286,019 | 7,302 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $390,199 | 8,052 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $303,425 | 6,324 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $436,919 | 11,183 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $338,408 | 11,213 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $201,997 | 8,592 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||