Position in WFC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$53,734,122
-$8,475,014 QoQ
Shares Held
674,967
+1.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $697,751,323 across 19 Banks - Diversified names. WFC ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,412,005 | $415,355,390 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,624,172 | $127,928,385 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
674,967 | $53,734,122 | |
| 4 | C |
Citigroup Inc
|
350,956 | $39,801,919 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
162,439 | $19,270,138 | |
| 6 | RY |
Royal Bank Of Canada
|
82,351 | $13,322,744 | |
| 7 | TD |
Toronto Dominion Bank
|
85,682 | $7,994,987 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
35,745 | $4,837,728 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,734,122 | 674,967 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $62,209,136 | 667,480 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $55,347,268 | 660,311 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $52,828,724 | 659,370 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $50,622,862 | 705,152 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $48,504,372 | 690,552 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,611,960 | 718,923 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $44,828,522 | 754,816 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $44,507,541 | 767,901 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $40,281,598 | 818,399 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $34,789,920 | 851,442 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $34,317,494 | 804,065 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $30,308,152 | 810,812 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,079,597 | 704,277 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $28,088,320 | 698,367 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,989,354 | 714,561 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $35,941,861 | 741,681 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $35,319,181 | 736,123 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $35,869,314 | 772,879 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $38,341,381 | 846,575 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $30,329,572 | 776,288 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $21,554,435 | 714,196 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,705,872 | 795,656 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $22,705,433 | 886,931 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $19,959,501 | 695,453 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||