OFI INVEST ASSET MANAGEMENT
Position in WFC — Wells Fargo & Company/Mn
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$17,703,223
-$988,488 QoQ
Shares Held
214,221
-8.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#402
of 2,859 holders
Holding Since
Jun 2025
5 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, 2026OFI INVEST ASSET MANAGEMENT holds $379,552,974 across 5 Banks - Diversified names. WFC ranks #4 (4.7% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,703,223 | 214,221 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $18,691,711 | 234,791 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $89,276,000 | 957,897 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $30,470,078 | 363,518 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $39,615,974 | 494,458 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||