Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,052,996
+$148,604 QoQ
Shares Held
49,044
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#750
of 2,858 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $49,711,977 across 19 Banks - Diversified names. WFC ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,052 | $19,329,491 | |
| 2 | BAC |
Bank Of America Corp /De/
|
106,782 | $6,084,438 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
49,044 | $4,052,996 | |
| 4 | C |
Citigroup Inc
|
27,097 | $3,792,496 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,434 | $2,608,699 | |
| 6 | SAN |
Banco Santander, S.A.
|
160,444 | $2,214,127 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
100,440 | $1,997,751 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
76,040 | $1,793,023 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,052,996 | 49,044 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,904,392 | 49,044 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,111,331 | 44,113 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,192,536 | 38,088 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,978,563 | 24,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,021,749 | 28,162 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,680,772 | 23,929 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,019,700 | 18,051 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $739,227 | 12,447 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $596,872 | 10,298 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $242,900 | 4,935 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||