Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,086,046
-$813,916 QoQ
Shares Held
122,048
-10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#502
of 2,853 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, 2026HOEY INVESTMENTS, INC holds $26,217,278 across 6 Banks - Diversified names. WFC ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
122,048 | $10,086,046 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
29,421 | $9,630,375 | |
| 3 | BAC |
Bank Of America Corp /De/
|
111,641 | $6,361,304 | |
| 4 | C |
Citigroup Inc
|
800 | $111,968 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
125 | $18,076 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
100 | $9,509 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,086,046 | 122,048 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,899,962 | 136,917 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,252,294 | 142,192 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,019,201 | 143,393 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,533,914 | 143,958 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,928,447 | 152,228 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,464,291 | 163,216 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,111,738 | 143,596 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,528,166 | 143,596 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,344,111 | 126,710 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,684,319 | 115,488 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,835,086 | 118,333 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $4,823,949 | 113,026 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $3,921,797 | 104,917 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $3,363,772 | 81,467 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,887,263 | 96,650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,469,120 | 63,036 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,459,393 | 50,751 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,376,401 | 49,529 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,534,685 | 33,068 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,527,405 | 33,725 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||