Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,353
+$13,820 QoQ
Shares Held
331
+94.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,752
of 2,858 holders
Holding Since
Jun 2024
8 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, 2026Bare Financial Services, Inc holds $653,835 across 17 Banks - Diversified names. WFC ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
494 | $161,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,380 | $78,631 | |
| 3 | RY |
Royal Bank Of Canada
|
290 | $60,020 | |
| 4 | C |
Citigroup Inc
|
323 | $45,206 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
475 | $45,167 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,561 | $31,047 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
163 | $28,801 | |
| 8 | WFC |
Wells Fargo & Company/Mn
This page
|
331 | $27,353 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,353 | 331 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,533 | 170 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,337 | 68 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,609 | 55 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,163 | 27 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,871 | 40 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $169 | 3 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $178 | 3 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||