Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,088,280
+$3,002,058 QoQ
Shares Held
85,773
+67.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#587
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$575,652
PutShares
15,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $39,121,852 across 7 Banks - Diversified names. WFC ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,921 | $14,376,660 | |
| 2 | C |
Citigroup Inc
|
69,604 | $9,741,775 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
85,773 | $7,088,280 | |
| 4 | BAC |
Bank Of America Corp /De/
|
120,627 | $6,873,326 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,360 | $485,889 | |
| 6 | SAN |
Banco Santander, S.A.
|
24,057 | $331,986 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,355 | $223,936 |
All Filings in WFC
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,088,280 | 85,773 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,086,222 | 51,328 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,756,332 | 40,304 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,436,341 | 52,927 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,218,500 | 40,171 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $665,134 | 9,265 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $435,136 | 6,195 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $413,676 | 7,323 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $416,442 | 7,012 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,020,907 | 17,614 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,195,315 | 85,236 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,102,119 | 296,185 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,327,518 | 31,104 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,062,003 | 28,411 | Shares | Sole | 2023-05-08 | |
| 2023-03-31 | $575,652 | 15,400 | Put | Sole | 2023-05-08 | |
| 2022-12-31 | $903,094 | 21,872 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $571,204 | 14,202 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $599,379 | 15,302 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,846 | 100 | Call | Sole | 2022-05-10 | |
| 2022-03-31 | $785,148 | 16,202 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $709,384 | 14,785 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $4,798 | 100 | Call | Sole | 2022-01-31 | |
| 2021-09-30 | $742,513 | 15,999 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $765,083 | 16,893 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $567,530 | 14,526 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $543,330 | 18,003 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,008,790 | 42,909 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,280,588 | 50,023 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $410,754 | 14,312 | Shares | Sole | 2020-04-16 | |
| 2020-03-31 | $2,870 | 100 | Call | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||