Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,752,343
+$1,257,217 QoQ
Shares Held
154,312
+6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#460
of 2,858 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $43,956,290 across 14 Banks - Diversified names. WFC ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,011 | $17,679,420 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
154,312 | $12,752,343 | |
| 3 | BAC |
Bank Of America Corp /De/
|
76,386 | $4,352,474 | |
| 4 | C |
Citigroup Inc
|
26,112 | $3,654,635 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,886 | $1,285,004 | |
| 6 | RY |
Royal Bank Of Canada
|
3,878 | $802,629 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
7,127 | $677,706 | |
| 8 | SAN |
Banco Santander, S.A.
|
37,127 | $512,352 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,752,343 | 154,312 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,495,126 | 144,393 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $14,788,882 | 158,679 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,304,497 | 158,727 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $12,099,802 | 151,021 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,143,711 | 141,297 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,455,652 | 163,093 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $9,065,797 | 160,485 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,618,982 | 161,963 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,862,663 | 152,910 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $6,468,197 | 131,414 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,966,819 | 121,557 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,359,327 | 125,570 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $684,838 | 18,321 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $904,787 | 21,913 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $865,373 | 21,516 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $719,513 | 18,369 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $755,927 | 15,599 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $571,537 | 11,912 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||