DIMENSIONAL FUND ADVISORS LP

Position in WFC — Wells Fargo & Company/Mn

CIK 354204 AUSTIN, TX

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,544,982,069

+$74,249,019 QoQ

Shares Held

18,695,330

+1.2% QoQ

Ownership

0.618%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#23

of 2,868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 6% None 8%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. WFC ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,418,112	$6,356,130,597
2	BAC	Bank Of America Corp /De/	31,531,185	$1,796,646,919
3	WFC	Wells Fargo & Company/Mn This page	18,695,330	$1,544,982,069
4	C	Citigroup Inc	7,976,653	$1,116,412,352
5	TD	Toronto Dominion Bank	7,764,118	$942,796,845
6	HSBC	Hsbc Holdings PLC	9,812,755	$933,094,871
7	BNY	Bank of New York Mellon Corp	5,469,148	$790,893,489
8	BMO	Bank Of Montreal /Can/	3,659,355	$646,608,026

All Filings in WFC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,544,982,069	18,695,330	+1.2%	Shares	Sole	2026-08-11
2026-03-31	$1,470,733,050	18,474,225	-7.3%	Shares	Sole	2026-05-07
2025-12-31	$1,856,925,838	19,924,097	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$1,673,962,847	19,970,924	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$1,603,381,147	20,012,246	-2.4%	Shares	Sole	2025-08-12
2025-03-31	$1,471,510,426	20,497,429	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$1,430,734,151	20,369,222	+1.2%	Shares	Sole	2025-02-13
2024-09-30	$1,137,205,329	20,131,091	+1.4%	Shares	Sole	2024-11-07
2024-06-30	$1,178,789,941	19,848,290	+4.4%	Shares	Sole	2024-08-09
2024-03-31	$1,102,185,615	19,016,315	+0.4%	Shares	Sole	2024-05-10
2023-12-31	$932,314,015	18,941,772	+3.3%	Shares	Sole	2024-02-07
2023-09-30	$749,586,953	18,345,251	-2.1%	Shares	Sole	2023-11-09
2023-06-30	$799,454,572	18,731,363	-5.6%	Shares	Sole	2023-08-09
2023-03-31	$741,996,286	19,850,088	+1.3%	Shares	Sole	2023-05-12
2022-12-31	$809,387,758	19,602,513	+3.0%	Shares	Sole	2023-02-09
2022-09-30	$765,413,263	19,030,663	+0.8%	Shares	Sole	2022-11-10
2022-06-30	$739,431,124	18,877,486	+1.5%	Shares	Sole	2022-08-12
2022-03-31	$901,468,475	18,602,321	+4.8%	Shares	Defined	2022-05-13
2021-12-31	$852,053,405	17,758,512	+1.8%	Shares	Defined	2022-02-09
2021-09-30	$809,231,584	17,436,578	+0.4%	Shares	Defined	2021-11-12
2021-06-30	$786,805,914	17,372,619	-1.4%	Shares	Defined	2021-08-12
2021-03-31	$688,274,545	17,616,446	-6.2%	Shares	Defined	2021-05-14
2020-12-31	$566,781,094	18,780,023	-3.2%	Shares	Defined	2021-03-08
2020-09-30	$455,965,611	19,394,539	-25.3%	Shares	Defined	2020-11-12
2020-06-30	$664,857,932	25,971,013	-26.6%	Shares	Defined	2020-08-13
2020-03-31	$1,015,245,595	35,374,411	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.