Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$27,706,048
+$1,134,144 QoQ
Shares Held
335,262
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#332
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2020CallValue
$1,715
CallShares
67
PutValue
$1,715
PutShares
67
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, 2026M&T Bank Corp holds $880,122,678 across 18 Banks - Diversified names. WFC ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,756,250 | $574,873,305 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,299,488 | $188,004,818 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
335,262 | $27,706,048 | |
| 4 | C |
Citigroup Inc
|
129,232 | $18,087,306 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
120,855 | $11,492,098 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
72,320 | $10,458,190 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
58,015 | $10,251,247 | |
| 8 | RY |
Royal Bank Of Canada
|
47,107 | $9,749,732 |
All Filings in WFC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,706,048 | 335,262 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $26,571,904 | 333,776 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $32,893,818 | 352,938 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $27,538,888 | 328,548 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,132,507 | 363,611 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $25,438,494 | 354,346 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $25,197,681 | 358,737 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $20,795,772 | 368,132 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $22,215,418 | 374,060 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $22,646,590 | 390,728 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $27,673,742 | 562,246 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $24,686,953 | 604,184 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $28,087,317 | 658,091 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $25,673,324 | 686,820 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $29,176,331 | 706,620 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,658,304 | 637,949 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $23,941,327 | 611,216 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $19,280,096 | 397,856 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $39,584,983 | 825,031 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $36,407,896 | 784,484 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $34,597,343 | 763,907 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,985,270 | 844,261 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $12,191,449 | 403,958 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,893,143 | 505,876 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,715 | 67 | Call | Defined | 2020-07-29 | |
| 2020-06-30 | $1,715 | 67 | Put | Defined | 2020-07-29 | |
| 2020-06-30 | $31,395,041 | 1,226,369 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $86 | 3 | Call | Defined | 2020-05-14 | |
| 2020-03-31 | $38,312,141 | 1,334,918 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||