Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$803,343
+$81,839 QoQ
Shares Held
9,721
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,496
of 2,859 holders
Holding Since
Mar 2021
16 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, 2026Optas, LLC holds $14,082,049 across 13 Banks - Diversified names. WFC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,011 | $5,895,539 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,983 | $1,195,611 | |
| 3 | C |
Citigroup Inc
|
7,730 | $1,081,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,393 | $893,179 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
9,721 | $803,343 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
39,959 | $794,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
27,560 | $690,653 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,304 | $622,400 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,343 | 9,721 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $721,504 | 9,063 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $863,963 | 9,270 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $712,134 | 8,496 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $535,922 | 6,689 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $921,781 | 12,840 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $441,948 | 6,292 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $288,494 | 5,107 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $319,279 | 5,376 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $284,582 | 4,910 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $237,583 | 4,827 | Shares | Other | 2024-01-26 | |
| 2022-03-31 | $401,926 | 8,294 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $414,065 | 8,630 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $583,326 | 12,569 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $582,112 | 12,853 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $285,405 | 7,305 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||