Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$356,012
+$40,837 QoQ
Shares Held
4,308
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,053
of 2,853 holders
Holding Since
Dec 2021
18 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, 2026SJS Investment Consulting Inc. holds $4,427,932 across 19 Banks - Diversified names. WFC ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,304 | $2,063,487 | |
| 2 | C |
Citigroup Inc
|
7,427 | $1,039,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,665 | $493,731 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
4,308 | $356,012 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
452 | $65,363 | |
| 6 | UBS |
UBS Group AG
|
1,057 | $52,384 | |
| 7 | BCS |
Barclays PLC
|
1,948 | $52,322 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
536 | $50,967 |
All Filings in WFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,012 | 4,308 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $315,175 | 3,959 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $367,114 | 3,939 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $295,213 | 3,522 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $109,923 | 1,372 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $102,444 | 1,427 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $100,021 | 1,424 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $84,677 | 1,499 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $90,807 | 1,529 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $91,923 | 1,586 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $74,961 | 1,523 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $52,259 | 1,279 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $64,702 | 1,516 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $58,611 | 1,568 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $64,866 | 1,571 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $59,243 | 1,473 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $66,486 | 1,372 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $59,783 | 1,246 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||