Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$29,167,868
+$939,200 QoQ
Shares Held
352,951
-0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#319
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, 2026LGT Group Foundation holds $616,537,842 across 8 Banks - Diversified names. WFC ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
907,653 | $297,102,053 | |
| 2 | UBS |
UBS Group AG
|
3,276,919 | $162,404,103 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,198,041 | $68,264,372 | |
| 4 | C |
Citigroup Inc
|
213,938 | $29,942,760 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
352,951 | $29,167,868 | |
| 6 | RY |
Royal Bank Of Canada
|
135,667 | $28,078,996 | |
| 7 | TD |
Toronto Dominion Bank
|
7,580 | $920,439 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,545 | $657,251 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,167,868 | 352,951 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $28,228,668 | 354,587 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $31,955,295 | 342,868 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $25,221,183 | 300,897 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $23,722,569 | 296,088 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $21,025,709 | 292,878 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,504,617 | 35,658 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $3,152,762 | 55,811 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,620,887 | 60,968 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $3,670,837 | 63,334 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,886,557 | 78,963 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,179,676 | 53,345 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $2,252,521 | 52,777 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $1,969,513 | 52,689 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $2,026,883 | 49,089 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,864,275 | 46,352 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $1,957,793 | 49,982 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $3,041,008 | 62,753 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,977,925 | 62,066 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||