Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,493,387
+$654,298 QoQ
Shares Held
18,071
+71.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,136
of 2,858 holders
Holding Since
Jun 2024
8 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, 2026Tradewinds, LLC. holds $19,628,282 across 6 Banks - Diversified names. WFC ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,409 | $11,590,427 | |
| 2 | RY |
Royal Bank Of Canada
|
27,622 | $5,716,925 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
18,071 | $1,493,387 | |
| 4 | C |
Citigroup Inc
|
4,237 | $593,010 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,419 | $205,201 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
166 | $29,332 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,493,387 | 18,071 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $839,089 | 10,540 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $794,716 | 8,527 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $723,953 | 8,637 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $621,414 | 8,656 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $601,956 | 8,570 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $495,643 | 8,774 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $539,083 | 9,077 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||