Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,505,892
+$1,627,953 QoQ
Shares Held
30,323
+175.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#918
of 2,858 holders
Holding Since
Dec 2023
11 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, 2026Nilsine Partners, LLC holds $27,995,716 across 11 Banks - Diversified names. WFC ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,511 | $12,933,135 | |
| 2 | BAC |
Bank Of America Corp /De/
|
81,096 | $4,620,850 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
26,748 | $3,868,028 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
30,323 | $2,505,892 | |
| 5 | C |
Citigroup Inc
|
7,437 | $1,040,882 | |
| 6 | BCS |
Barclays PLC
|
37,009 | $994,061 | |
| 7 | UBS |
UBS Group AG
|
11,708 | $580,248 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,333 | $412,024 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,505,892 | 30,323 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $877,939 | 11,028 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,296,505 | 13,911 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,052,946 | 12,562 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $588,160 | 7,341 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $571,520 | 7,961 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $520,337 | 7,408 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $433,447 | 7,673 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $481,652 | 8,110 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $469,128 | 8,094 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $275,287 | 5,593 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||