Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,922,741
+$2,398,572 QoQ
Shares Held
228,978
+10.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#388
of 2,853 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 12%
Shared 88%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $112,579,713 across 8 Banks - Diversified names. WFC ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
168,025 | $54,999,622 | |
| 2 | BAC |
Bank Of America Corp /De/
|
366,221 | $20,867,272 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
228,978 | $18,922,741 | |
| 4 | C |
Citigroup Inc
|
119,762 | $16,761,888 | |
| 5 | UBS |
UBS Group AG
|
20,596 | $1,020,736 | |
| 6 | BCS |
Barclays PLC
|
183 | $4,915 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
52 | $1,303 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
13 | $1,236 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,922,741 | 228,978 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $16,524,169 | 207,564 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $22,415,624 | 240,511 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $28,870,038 | 344,429 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,184,894 | 239,452 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $16,973,093 | 236,427 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||