Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$710,042
+$228,243 QoQ
Shares Held
8,592
+42.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,575
of 2,858 holders
Holding Since
Sep 2025
4 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, 2026Investment Research Partners LLC holds $5,100,869 across 7 Banks - Diversified names. WFC ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,822 | $2,233,045 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,498 | $826,096 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
8,592 | $710,042 | |
| 4 | ING |
Ing Groep NV
|
15,929 | $499,852 | |
| 5 | C |
Citigroup Inc
|
3,227 | $451,650 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,490 | $215,468 | |
| 7 | SAN |
Banco Santander, S.A.
|
11,936 | $164,716 |
All Filings in WFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,042 | 8,592 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $481,799 | 6,052 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $565,351 | 6,066 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $508,452 | 6,066 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||