Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,883,490
+$6,848,790 QoQ
Shares Held
192,201
+69.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026Vise Technologies, Inc. holds $159,529,284 across 13 Banks - Diversified names. WFC ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
251,991 | $82,484,214 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
192,201 | $15,883,490 | |
| 3 | C |
Citigroup Inc
|
98,629 | $13,804,114 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
375,841 | $7,475,477 | |
| 5 | RY |
Royal Bank Of Canada
|
32,102 | $6,644,150 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
64,551 | $6,138,154 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
248,161 | $5,851,636 | |
| 8 | TD |
Toronto Dominion Bank
|
48,083 | $5,838,718 |
All Filings in WFC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,883,490 | 192,201 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,034,700 | 113,487 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,576,988 | 113,487 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,725,884 | 80,242 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,164,272 | 76,938 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $4,466,561 | 63,590 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,072,547 | 54,391 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,620,702 | 44,127 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,563,049 | 44,221 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,674,171 | 54,331 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,514,802 | 37,073 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,355,516 | 31,760 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $865,421 | 23,152 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $803,007 | 19,448 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $672,317 | 16,716 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $426,365 | 10,885 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $268,904 | 5,549 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||