Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$165,114
+$23,170 QoQ
Shares Held
1,998
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,539
of 2,859 holders
Holding Since
Sep 2022
13 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, 2026United Community Bank holds $6,553,458 across 6 Banks - Diversified names. WFC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,015 | $3,278,209 | |
| 2 | C |
Citigroup Inc
|
9,146 | $1,280,074 | |
| 3 | TD |
Toronto Dominion Bank
|
8,455 | $1,026,690 | |
| 4 | BAC |
Bank Of America Corp /De/
|
13,183 | $751,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,998 | $165,114 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
361 | $52,204 |
All Filings in WFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,114 | 1,998 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $141,944 | 1,783 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $130,759 | 1,403 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $274,761 | 3,278 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $223,775 | 2,793 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $197,996 | 2,758 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $261,152 | 3,718 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $199,692 | 3,535 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $237,263 | 3,995 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $237,056 | 4,090 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $203,524 | 4,135 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $168,956 | 4,135 | Shares | Defined | 2023-11-14 | |
| 2022-09-30 | $8,285 | 206 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||