Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$60,079
-$4,007 QoQ
Shares Held
727
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,670
of 2,859 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Covestor Ltd holds $490,993 across 7 Banks - Diversified names. WFC ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
743 | $243,206 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,421 | $80,968 | |
| 3 | C |
Citigroup Inc
|
454 | $63,541 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
727 | $60,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
289 | $41,792 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
17 | $1,011 | |
| 7 | UBS |
UBS Group AG
|
8 | $396 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,079 | 727 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $64,086 | 805 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $113,890 | 1,222 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $114,246 | 1,363 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $122,823 | 1,533 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $110,628 | 1,541 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $185,574 | 2,642 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $74,905 | 1,326 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $67,110 | 1,130 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $95,286 | 1,644 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $92,632 | 1,882 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $48,745 | 1,193 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $154,373 | 3,617 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $167,275 | 4,475 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $163,976 | 4,077 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $226,715 | 5,788 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $183,518 | 3,787 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $75,952 | 1,583 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||