TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Position in WFC — Wells Fargo & Company/Mn
CIK 2071170
WARSAW, R9
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$668,722
+$65,279 QoQ
Shares Held
8,092
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,614
of 2,858 holders
Holding Since
Dec 2020
15 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $5,797,952 across 11 Banks - Diversified names. WFC ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,594 | $1,831,084 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,334 | $987,691 | |
| 3 | C |
Citigroup Inc
|
6,519 | $912,399 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
8,092 | $668,722 | |
| 5 | RY |
Royal Bank Of Canada
|
2,499 | $517,218 | |
| 6 | UBS |
UBS Group AG
|
5,225 | $258,951 | |
| 7 | TD |
Toronto Dominion Bank
|
1,512 | $183,602 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
1,000 | $144,610 |
All Filings in WFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,722 | 8,092 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $603,443 | 7,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $768,900 | 8,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $691,515 | 8,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,040 | 3,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $246,957 | 3,440 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $245,137 | 3,490 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $166,645 | 2,950 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $175,200 | 2,950 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $170,982 | 2,950 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $145,199 | 2,950 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $92,820 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $90,580 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $78,140 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $39,234 | 1,300 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||