Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$87,515
+$17,061 QoQ
Shares Held
1,059
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,623
of 2,853 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $1,494,530 across 14 Banks - Diversified names. WFC ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,329 | $435,021 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,514 | $371,167 | |
| 3 | C |
Citigroup Inc
|
2,202 | $308,191 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,003 | $145,043 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
1,059 | $87,515 | |
| 6 | BCS |
Barclays PLC
|
2,176 | $58,447 | |
| 7 | ING |
Ing Groep NV
|
983 | $30,846 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
217 | $24,955 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,515 | 1,059 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $70,454 | 885 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $81,084 | 870 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $72,923 | 870 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $69,704 | 870 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $62,098 | 865 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,859 | 539 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||