Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$155,511,207
-$54,971,263 QoQ
Shares Held
1,881,791
-28.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#117
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026SEI INVESTMENTS CO holds $1,479,123,710 across 20 Banks - Diversified names. WFC ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,174,779 | $384,540,408 | |
| 2 | C |
Citigroup Inc
|
2,108,742 | $295,139,529 | |
| 3 | BAC |
Bank Of America Corp /De/
|
4,215,031 | $240,172,465 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,881,791 | $155,511,207 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,014,973 | $146,775,244 | |
| 6 | BCS |
Barclays PLC
|
3,454,350 | $92,783,840 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,555,589 | $70,720,665 | |
| 8 | ING |
Ing Groep NV
|
659,815 | $20,704,994 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,511,207 | 1,881,791 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $210,482,470 | 2,643,920 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $229,305,737 | 2,460,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $152,760,440 | 1,822,482 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $126,596,569 | 1,580,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $108,690,991 | 1,514,013 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $92,827,498 | 1,321,576 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $97,201,946 | 1,720,693 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $101,291,781 | 1,705,536 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $114,426,427 | 1,974,231 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $95,674,228 | 1,943,808 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $73,566,426 | 1,800,451 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $86,189,143 | 2,019,427 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $75,549,426 | 2,021,119 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $78,623,549 | 1,904,179 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $85,225,535 | 2,118,984 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $79,515,842 | 2,030,019 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $98,346,709 | 2,029,441 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $154,787,461 | 3,226,083 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $145,825,416 | 3,142,112 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $76,651,286 | 1,692,455 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $59,501,695 | 1,522,951 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $46,878,110 | 1,553,284 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $38,153,837 | 1,622,877 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $45,073,406 | 1,760,680 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $58,829,172 | 2,049,797 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||