Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,484,297
+$1,143,806 QoQ
Shares Held
17,961
+319.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,142
of 2,858 holders
Holding Since
Dec 2024
5 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, 2026111 Capital holds $8,384,241 across 6 Banks - Diversified names. WFC ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,402 | $2,750,226 | |
| 2 | C |
Citigroup Inc
|
16,132 | $2,257,834 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
17,961 | $1,484,297 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,077 | $813,855 | |
| 5 | BAC |
Bank Of America Corp /De/
|
10,019 | $570,882 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,507 | $507,147 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,484,297 | 17,961 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $340,491 | 4,277 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $535,993 | 5,751 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $422,152 | 5,269 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $776,432 | 11,054 | Shares | Sole | 2025-03-18 | |
| No filing history on record for this holder in this stock. | ||||||