Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$426,835
+$15,650 QoQ
Shares Held
5,165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,910
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026SMITH, MOORE & CO. holds $7,755,636 across 6 Banks - Diversified names. WFC ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,284 | $5,657,571 | |
| 2 | BAC |
Bank Of America Corp /De/
|
10,998 | $626,666 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
2,636 | $465,781 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
5,165 | $426,835 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,539 | $367,164 | |
| 6 | C |
Citigroup Inc
|
1,512 | $211,619 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,835 | 5,165 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $411,185 | 5,165 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $481,378 | 5,165 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $432,930 | 5,165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $444,345 | 5,546 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $384,148 | 5,351 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $368,479 | 5,246 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $313,293 | 5,546 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $330,327 | 5,562 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $378,304 | 6,527 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $336,024 | 6,827 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $360,671 | 8,827 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $370,120 | 8,672 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $466,465 | 12,479 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $372,353 | 9,018 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $372,195 | 9,254 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $358,562 | 9,154 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $385,160 | 7,948 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $429,325 | 8,948 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $424,558 | 9,148 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $414,312 | 9,148 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $403,905 | 10,338 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $342,211 | 11,339 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $251,227 | 10,686 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $315,622 | 12,329 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $367,905 | 12,819 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||