Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,672,740
+$211,733 QoQ
Shares Held
68,644
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.32%
of 13F equity value
Holder Rank
#644
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026HighMark Wealth Management LLC holds $6,610,553 across 8 Banks - Diversified names. WFC ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
68,644 | $5,672,740 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
9,008 | $856,570 | |
| 3 | BAC |
Bank Of America Corp /De/
|
995 | $56,695 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
30 | $9,819 | |
| 5 | SAN |
Banco Santander, S.A.
|
425 | $5,865 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
255 | $5,071 | |
| 7 | BCS |
Barclays PLC
|
110 | $2,954 | |
| 8 | C |
Citigroup Inc
|
6 | $839 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,672,740 | 68,644 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,461,007 | 68,597 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,394,545 | 68,611 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,271,328 | 74,819 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,996,180 | 74,840 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,370,681 | 74,811 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,253,881 | 74,799 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,223,757 | 74,770 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,441,481 | 74,785 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,333,959 | 74,775 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,684,461 | 74,857 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,060,291 | 74,897 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,191,397 | 74,775 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,793,855 | 74,742 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,522,488 | 61,092 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,206,750 | 54,867 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,147,299 | 54,820 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,632,347 | 54,320 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,605,409 | 54,302 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,516,489 | 54,223 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,453,132 | 54,165 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,115,327 | 54,142 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $121,142 | 4,014 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,863 | 377 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,881 | 386 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $10,877 | 379 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||