Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,793,085
+$1,301,860 QoQ
Shares Held
154,805
+7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#457
of 2,853 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $164,433,158 across 18 Banks - Diversified names. WFC ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
259,187 | $84,839,680 | |
| 2 | BAC |
Bank Of America Corp /De/
|
536,760 | $30,584,584 | |
| 3 | C |
Citigroup Inc
|
103,976 | $14,552,480 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
154,805 | $12,793,085 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
43,139 | $6,238,330 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
12,873 | $2,274,659 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
90,600 | $1,802,034 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
16,887 | $1,605,784 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,793,085 | 154,805 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,491,225 | 144,344 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,168,321 | 141,291 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,420,391 | 136,249 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,395,570 | 129,750 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,192,172 | 114,113 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,879,720 | 83,709 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,123,657 | 72,998 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,044,815 | 68,106 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,646,147 | 62,908 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,071,918 | 62,412 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,576,223 | 63,050 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,281,630 | 53,459 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,470,491 | 39,339 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,789,797 | 43,347 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,814,123 | 45,105 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,322,261 | 33,757 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,815,553 | 37,465 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,611,984 | 33,597 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||