Generali Investments Towarzystwo Funduszy Inwestycyjnych

Position in WFC — Wells Fargo & Company/Mn

CIK 2043130 WARSAW, R9

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$628,064

+$245,936 QoQ

Shares Held

7,600

+58.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,649

of 2,858 holders

Holding Since

Mar 2023

14 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, 2026

Generali Investments Towarzystwo Funduszy Inwestycyjnych holds $7,418,909 across 5 Banks - Diversified names. WFC ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	48,000	$2,735,040
2	C	Citigroup Inc	15,000	$2,099,400
3	JPM	Jpmorgan Chase & Co	5,270	$1,725,029
4	WFC	Wells Fargo & Company/Mn This page	7,600	$628,064
5	BNY	Bank of New York Mellon Corp	1,600	$231,376

All Filings in WFC

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14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$628,064	7,600	+58.3%	Shares	Sole	2026-07-22
2026-03-31	$382,128	4,800	0.0%	Shares	Sole	2026-04-21
2025-12-31	$447,360	4,800	0.0%	Shares	Sole	2026-01-26
2025-09-30	$402,336	4,800	0.0%	Shares	Sole	2025-11-03
2025-06-30	$384,576	4,800	+6.7%	Shares	Sole	2025-07-31
2025-03-31	$323,055	4,500	-42.6%	Shares	Sole	2025-05-09
2024-12-31	$550,470	7,837	-13.3%	Shares	Sole	2025-02-05
2024-09-30	$510,500	9,037	+2.3%	Shares	Sole	2025-02-05
2024-06-30	$524,829	8,837	-7.3%	Shares	Sole	2025-02-05
2024-03-31	$552,764	9,537	+46.7%	Shares	Sole	2025-02-05
2023-12-31	$319,930	6,500	0.0%	Shares	Sole	2025-02-05
2023-09-30	$265,590	6,500	-4.4%	Shares	Sole	2025-02-05
2023-06-30	$290,224	6,800	+23.6%	Shares	Sole	2025-02-05
2023-03-31	$205,590	5,500	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.