Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,338
+$1,935 QoQ
Shares Held
113
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,805
of 2,858 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $2,931,219 across 7 Banks - Diversified names. WFC ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,198 | $2,356,121 | |
| 2 | C |
Citigroup Inc
|
1,930 | $270,122 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,059 | $174,301 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
704 | $101,805 | |
| 5 | BCS |
Barclays PLC
|
725 | $19,473 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
113 | $9,338 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1 | $59 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,338 | 113 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,403 | 93 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,667 | 93 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $109,385 | 1,305 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,451 | 93 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,830 | 123 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,532 | 93 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,253 | 93 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,235 | 105 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,390 | 93 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,996 | 325 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $26,763 | 655 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $27,955 | 655 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,167 | 379 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,254 | 321 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,830 | 319 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $12,495 | 319 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $15,458 | 319 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,305 | 319 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $22,508 | 485 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $14,447 | 319 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $12,463 | 319 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $9,627 | 319 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $11,261 | 479 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||