Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$664,425
-$38,849 QoQ
Shares Held
8,040
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,615
of 2,853 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $7,518,875 across 8 Banks - Diversified names. WFC ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,315 | $2,067,088 | |
| 2 | SAN |
Banco Santander, S.A.
|
94,626 | $1,305,838 | |
| 3 | BCS |
Barclays PLC
|
40,847 | $1,097,150 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,586 | $717,150 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
8,040 | $664,425 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
24,421 | $611,990 | |
| 7 | C |
Citigroup Inc
|
4,257 | $595,809 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,995 | $459,425 |
All Filings in WFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,425 | 8,040 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $703,274 | 8,834 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $928,831 | 9,966 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $766,869 | 9,149 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $672,126 | 8,389 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $501,165 | 6,981 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $339,680 | 4,836 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $242,285 | 4,289 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $293,386 | 4,940 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,185 | 5,507 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $324,753 | 6,598 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $248,714 | 6,087 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $261,116 | 6,118 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $207,346 | 5,547 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $238,449 | 5,775 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||