Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$536,085
-$31,693 QoQ
Shares Held
6,487
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,763
of 2,859 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $8,716,464 across 6 Banks - Diversified names. WFC ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,503 | $7,038,576 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
6,487 | $536,085 | |
| 3 | RY |
Royal Bank Of Canada
|
1,742 | $360,541 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,042 | $344,273 | |
| 5 | UBS |
UBS Group AG
|
4,660 | $230,949 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,359 | $206,040 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,085 | 6,487 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $567,778 | 7,132 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $342,416 | 3,674 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $306,613 | 3,658 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $291,316 | 3,636 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $241,788 | 3,368 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $212,405 | 3,024 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $208,934 | 3,518 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||