Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,006,720
-$5,361 QoQ
Shares Held
12,182
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,343
of 2,859 holders
Holding Since
Dec 2021
17 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, 2026Raleigh Capital Management Inc. holds $4,582,204 across 7 Banks - Diversified names. WFC ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,108 | $1,672,001 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
7,287 | $1,053,773 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
12,182 | $1,006,720 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,425 | $480,056 | |
| 5 | C |
Citigroup Inc
|
2,627 | $367,674 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
6 | $1,060 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8 | $920 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,720 | 12,182 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,012,081 | 12,713 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,200,882 | 12,885 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,130,899 | 13,492 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,187,138 | 14,817 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,073,260 | 14,950 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,142,734 | 16,269 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $595,122 | 10,535 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $553,099 | 9,313 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $477,068 | 8,231 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $309,445 | 6,287 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $239,235 | 5,855 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $236,916 | 5,551 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $187,535 | 5,017 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $187,002 | 4,529 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $197,279 | 4,905 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $28,788 | 600 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||