Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,249,785
-$1,860,048 QoQ
Shares Held
99,828
-21.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#551
of 2,858 holders
Holding Since
Jun 2024
9 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 Fund Management Co Ltd. holds $105,452,351 across 7 Banks - Diversified names. WFC ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
183,562 | $60,085,349 | |
| 2 | UBS |
UBS Group AG
|
376,123 | $18,640,655 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
99,828 | $8,249,785 | |
| 4 | RY |
Royal Bank Of Canada
|
34,394 | $7,118,526 | |
| 5 | BAC |
Bank Of America Corp /De/
|
109,098 | $6,216,404 | |
| 6 | C |
Citigroup Inc
|
31,467 | $4,404,121 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,100 | $737,511 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,249,785 | 99,828 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $10,109,833 | 126,992 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $5,986,049 | 64,228 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,573,303 | 54,561 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,477,506 | 55,885 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $5,531,563 | 77,052 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,949,728 | 41,995 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $2,372,297 | 41,995 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,477,513 | 41,716 | Shares | Defined | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||