Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,300,364
+$1,076,338 QoQ
Shares Held
64,138
+20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#656
of 2,853 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $42,631,279 across 10 Banks - Diversified names. WFC ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,181 | $16,098,416 | |
| 2 | C |
Citigroup Inc
|
86,109 | $12,051,815 | |
| 3 | BAC |
Bank Of America Corp /De/
|
104,730 | $5,967,515 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
64,138 | $5,300,364 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,263 | $1,050,302 | |
| 6 | RY |
Royal Bank Of Canada
|
3,497 | $723,774 | |
| 7 | TD |
Toronto Dominion Bank
|
4,124 | $500,777 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,953 | $375,890 |
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,300,364 | 64,138 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,224,026 | 53,059 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,981,260 | 53,447 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,815,683 | 69,383 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,187,943 | 102,196 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,667,966 | 51,093 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,361,040 | 19,377 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,273,553 | 40,247 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,591,152 | 94,143 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,830,966 | 83,350 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $500,518 | 10,169 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $296,357 | 7,253 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $306,954 | 7,192 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||