Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$354,112
+$16,009 QoQ
Shares Held
4,285
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,059
of 2,853 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ROMANO BROTHERS AND COMPANY holds $26,353,957 across 7 Banks - Diversified names. WFC ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,161 | $8,890,610 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
49,163 | $8,687,102 | |
| 3 | C |
Citigroup Inc
|
53,785 | $7,527,748 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,753 | $441,765 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
4,285 | $354,112 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,386 | $226,884 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,561 | $225,736 |
All Filings in WFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,112 | 4,285 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $338,103 | 4,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $401,412 | 4,307 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $357,324 | 4,263 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $336,744 | 4,203 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $301,733 | 4,203 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $295,218 | 4,203 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $243,076 | 4,303 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $252,585 | 4,253 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $252,299 | 4,353 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $214,254 | 4,353 | Shares | Sole | 2024-01-29 | |
| 2022-12-31 | $181,015 | 4,384 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||