Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$25,837,230
+$935,700 QoQ
Shares Held
312,648
-0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#344
of 2,859 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CERTUITY, LLC holds $182,859,026 across 12 Banks - Diversified names. WFC ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
846,920 | $118,534,923 | |
| 2 | BAC |
Bank Of America Corp /De/
|
505,847 | $28,823,162 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
312,648 | $25,837,230 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
16,514 | $5,405,527 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
12,395 | $1,792,440 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,936 | $695,491 | |
| 7 | RY |
Royal Bank Of Canada
|
1,935 | $400,486 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,837,230 | 312,648 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,901,530 | 312,794 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $29,090,609 | 312,131 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $26,137,590 | 311,830 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,033,173 | 312,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,440,907 | 312,591 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,958,428 | 312,620 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $17,337,402 | 306,911 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,208,855 | 306,598 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $17,638,387 | 304,320 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,088,981 | 306,562 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $12,499,360 | 305,907 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,035,453 | 305,423 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,367,856 | 304,116 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,545,264 | 303,833 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $236,686 | 6,058 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||