Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$205,516,835
+$5,656,409 QoQ
Shares Held
2,486,893
-0.9% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#103
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 1%
None 11%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$5,826
PutShares
203
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $1,964,256,861 across 19 Banks - Diversified names. WFC ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,486,947 | $1,141,382,360 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,071,872 | $402,955,264 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,486,893 | $205,516,835 | |
| 4 | C |
Citigroup Inc
|
515,923 | $72,208,581 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
189,324 | $27,378,142 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
157,469 | $14,973,726 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
584,291 | $14,642,331 | |
| 8 | RY |
Royal Bank Of Canada
|
70,461 | $14,583,312 |
All Filings in WFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,516,835 | 2,486,893 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $199,860,426 | 2,510,494 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $232,951,068 | 2,499,475 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $196,021,701 | 2,338,603 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $182,000,670 | 2,271,601 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $165,742,289 | 2,308,710 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $164,865,429 | 2,347,173 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $132,488,085 | 2,345,337 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $141,940,435 | 2,389,972 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $140,319,998 | 2,420,980 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $126,792,145 | 2,576,029 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $106,888,165 | 2,615,961 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $113,225,856 | 2,652,902 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $101,361,026 | 2,711,638 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $113,365,078 | 2,745,582 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $100,641,781 | 2,502,282 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $99,350,748 | 2,536,399 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $122,366,006 | 2,525,093 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $121,128,915 | 2,524,571 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $119,022,063 | 2,564,578 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $118,392,496 | 2,614,098 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $103,551,830 | 2,650,418 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $81,172,730 | 2,689,620 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $67,171,031 | 2,857,126 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $79,388,593 | 3,101,117 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $5,826 | 203 | Put | Other | 2020-05-13 | |
| 2020-03-31 | $98,747,600 | 3,440,683 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||