Envestnet Portfolio Solutions, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1998033 BERWYN, PA

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,151,694

+$228,851 QoQ

Shares Held

62,339

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#666

of 2,853 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. WFC ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	164,847	$53,959,368
2	BAC	Bank Of America Corp /De/	203,285	$11,583,179
3	WFC	Wells Fargo & Company/Mn This page	62,339	$5,151,694
4	C	Citigroup Inc	36,170	$5,062,353
5	BNY	Bank of New York Mellon Corp	24,341	$3,519,952
6	RY	Royal Bank Of Canada	5,717	$1,183,247
7	BCS	Barclays PLC	31,952	$858,230
8	SAN	Banco Santander, S.A.	48,751	$672,763

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,151,694	62,339	+0.8%	Shares	Sole	2026-07-20
2026-03-31	$4,922,843	61,837	-53.4%	Shares	Sole	2026-04-29
2025-12-31	$12,354,405	132,558	+5.2%	Shares	Sole	2026-02-06
2025-09-30	$10,564,924	126,043	+74.1%	Shares	Sole	2025-10-30
2025-06-30	$5,801,729	72,413	-8.1%	Shares	Sole	2025-07-25
2025-03-31	$5,654,036	78,758	-39.1%	Shares	Sole	2025-04-21
2024-12-31	$9,082,312	129,304	-1.7%	Shares	Sole	2025-02-10
2024-09-30	$7,431,428	131,553	-7.8%	Shares	Sole	2024-10-31
2024-06-30	$8,471,270	142,638	-11.6%	Shares	Sole	2024-07-16
2024-03-31	$9,353,526	161,379	-5.3%	Shares	Sole	2024-05-06
2023-12-31	$8,387,580	170,410	+9.7%	Shares	Sole	2024-02-07
2023-09-30	$6,344,904	155,284	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.