Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,273,588
+$464,030 QoQ
Shares Held
63,814
+5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#660
of 2,859 holders
Holding Since
Dec 2022
15 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $126,700,767 across 8 Banks - Diversified names. WFC ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
311,115 | $101,837,272 | |
| 2 | BAC |
Bank Of America Corp /De/
|
244,406 | $13,926,253 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
63,814 | $5,273,588 | |
| 4 | C |
Citigroup Inc
|
20,587 | $2,881,356 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
11,771 | $1,702,204 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,818 | $554,070 | |
| 7 | RY |
Royal Bank Of Canada
|
1,500 | $310,455 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,267 | $215,569 |
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,273,588 | 63,814 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,809,558 | 60,414 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,367,574 | 57,592 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,160,126 | 61,562 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,222,141 | 65,179 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,775,111 | 66,515 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,602,405 | 65,524 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,181,107 | 74,015 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,492,675 | 75,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,187,957 | 72,256 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,314,770 | 67,346 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,921,571 | 71,502 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,767,115 | 64,834 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $923,809 | 24,714 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $567,489 | 13,744 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||