Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,163
-$3,989 QoQ
Shares Held
365
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,739
of 2,853 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, 2026Dunhill Financial, LLC holds $5,602,241 across 14 Banks - Diversified names. WFC ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
76,896 | $4,381,534 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,617 | $856,622 | |
| 3 | BNS |
Bank Of Nova Scotia
|
1,371 | $119,057 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
447 | $64,640 | |
| 5 | C |
Citigroup Inc
|
352 | $49,265 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
505 | $48,020 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
365 | $30,163 | |
| 8 | UBS |
UBS Group AG
|
350 | $17,346 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,163 | 365 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $34,152 | 429 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $42,778 | 459 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $35,539 | 424 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,810 | 422 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $37,833 | 527 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $34,839 | 496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,116 | 303 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $17,698 | 298 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,866 | 291 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,009 | 244 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||