Position in WFC
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$128,902,202
+$5,422,953 QoQ
Shares Held
1,559,804
+0.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,466,291,282 across 19 Banks - Diversified names. WFC ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,103,189 | $1,015,766,855 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,309,936 | $131,620,153 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,559,804 | $128,902,202 | |
| 4 | C |
Citigroup Inc
|
564,137 | $78,956,614 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
334,931 | $48,434,370 | |
| 6 | BNS |
Bank Of Nova Scotia
|
189,323 | $16,440,808 | |
| 7 | RY |
Royal Bank Of Canada
|
29,870 | $6,182,193 | |
| 8 | TD |
Toronto Dominion Bank
|
49,769 | $6,043,448 |
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,902,202 | 1,559,804 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $123,479,249 | 1,551,052 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $162,091,576 | 1,739,180 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $132,875,149 | 1,585,244 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $138,847,959 | 1,733,000 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $123,614,051 | 1,721,884 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $130,495,101 | 1,857,846 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $104,751,666 | 1,854,340 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $102,116,472 | 1,719,422 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $116,987,216 | 2,018,413 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $100,237,562 | 2,036,521 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $88,057,099 | 2,155,093 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $89,694,751 | 2,101,564 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $34,274,132 | 916,911 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $35,245,762 | 853,615 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||