Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,222
+$485 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,788
of 2,853 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $4,559,733 across 8 Banks - Diversified names. WFC ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,233 | $4,004,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,961 | $396,637 | |
| 3 | RY |
Royal Bank Of Canada
|
275 | $56,916 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
287 | $41,503 | |
| 5 | C |
Citigroup Inc
|
217 | $30,371 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
160 | $13,222 | |
| 7 | TD |
Toronto Dominion Bank
|
75 | $9,107 | |
| 8 | ING |
Ing Groep NV
|
247 | $7,750 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,222 | 160 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $12,737 | 160 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,912 | 160 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,411 | 160 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $12,819 | 160 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,486 | 160 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $11,238 | 160 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $12,427 | 220 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,502 | 160 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,273 | 160 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,875 | 160 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,516 | 135 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,188 | 145 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,924 | 105 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,812 | 165 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $142,257 | 3,537 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $142,343 | 3,634 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $226,840 | 4,681 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $230,591 | 4,806 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $216,455 | 4,664 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $222,554 | 4,914 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $164,093 | 4,200 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $49,796 | 1,650 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||