Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$529,887
-$86,931 QoQ
Shares Held
6,412
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,769
of 2,853 holders
Holding Since
Sep 2020
22 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, 2026First Pacific Financial holds $19,533,540 across 8 Banks - Diversified names. WFC ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,016 | $8,515,817 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
56,610 | $8,186,372 | |
| 3 | ING |
Ing Groep NV
|
46,421 | $1,456,690 | |
| 4 | C |
Citigroup Inc
|
4,842 | $677,686 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
6,412 | $529,887 | |
| 6 | BAC |
Bank Of America Corp /De/
|
2,073 | $118,119 | |
| 7 | BCS |
Barclays PLC
|
1,670 | $44,856 | |
| 8 | UBS |
UBS Group AG
|
83 | $4,113 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,887 | 6,412 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $616,818 | 7,748 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $670,667 | 7,196 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $322,707 | 3,850 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $318,797 | 3,979 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $290,390 | 4,045 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $272,460 | 3,879 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $219,124 | 3,879 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $230,373 | 3,879 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $224,826 | 3,879 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $209,135 | 4,249 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $173,614 | 4,249 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $181,347 | 4,249 | Shares | Sole | 2023-08-08 | |
| 2022-09-30 | $213,045 | 5,297 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $207,483 | 5,297 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $256,692 | 5,297 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $333,317 | 6,947 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $397,362 | 8,562 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $410,417 | 9,062 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $392,184 | 10,038 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $231,420 | 7,668 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $253,837 | 10,797 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||