Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,422,426
+$136,823 QoQ
Shares Held
29,313
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#937
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026LOM Asset Management Ltd holds $10,634,371 across 10 Banks - Diversified names. WFC ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,938 | $7,180,965 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
29,313 | $2,422,426 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,260 | $326,818 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
930 | $164,331 | |
| 5 | RY |
Royal Bank Of Canada
|
730 | $151,088 | |
| 6 | TD |
Toronto Dominion Bank
|
1,107 | $134,423 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,150 | $132,250 | |
| 8 | BAC |
Bank Of America Corp /De/
|
1,250 | $71,225 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,422,426 | 29,313 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,285,603 | 28,710 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,641,567 | 28,343 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,106,983 | 25,137 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,962,539 | 24,495 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||