Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$901,271
-$4,849 QoQ
Shares Held
10,906
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,425
of 2,859 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $21,174,012 across 6 Banks - Diversified names. WFC ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
44,853 | $14,681,732 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,610 | $3,282,617 | |
| 3 | C |
Citigroup Inc
|
9,768 | $1,367,129 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
10,906 | $901,271 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,333 | $481,984 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
23,091 | $459,279 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,271 | 10,906 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $906,120 | 11,382 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $912,893 | 9,795 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $835,098 | 9,963 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $374,961 | 4,680 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $389,962 | 5,432 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $369,461 | 5,260 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $465,476 | 8,240 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,168,497 | 19,675 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,094,052 | 18,876 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $330,020 | 6,705 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||