Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$779,212
-$229,584 QoQ
Shares Held
9,429
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,519
of 2,859 holders
Holding Since
Dec 2022
14 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, 2026STUDIO INVESTMENT MANAGEMENT LLC holds $12,164,214 across 6 Banks - Diversified names. WFC ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,738 | $6,788,169 | |
| 2 | BAC |
Bank Of America Corp /De/
|
52,576 | $2,995,780 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
9,429 | $779,212 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,546 | $657,397 | |
| 5 | UBS |
UBS Group AG
|
11,286 | $559,334 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,175 | $384,322 |
All Filings in WFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,212 | 9,429 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $1,008,796 | 10,824 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $918,667 | 10,960 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,006,467 | 12,562 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $910,584 | 12,684 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,111,758 | 15,828 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $889,435 | 15,745 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $989,437 | 16,660 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $932,286 | 16,085 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $852,195 | 17,314 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $418,651 | 10,246 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $227,313 | 5,326 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $89,412 | 2,392 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,201 | 683 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||