Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,382,841
+$31,321 QoQ
Shares Held
28,834
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#948
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $31,578,924 across 10 Banks - Diversified names. WFC ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,303 | $8,282,430 | |
| 2 | RY |
Royal Bank Of Canada
|
25,240 | $5,223,922 | |
| 3 | BAC |
Bank Of America Corp /De/
|
62,517 | $3,562,218 | |
| 4 | UBS |
UBS Group AG
|
57,440 | $2,846,726 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
28,834 | $2,382,841 | |
| 6 | C |
Citigroup Inc
|
16,000 | $2,239,360 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
12,663 | $2,237,552 | |
| 8 | BNS |
Bank Of Nova Scotia
|
22,305 | $1,936,966 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,382,841 | 28,834 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $2,351,520 | 29,538 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,821,816 | 30,277 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $2,640,665 | 31,504 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $2,568,406 | 32,057 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,374,238 | 33,072 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,408,108 | 34,284 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $2,037,142 | 36,062 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,178,068 | 36,674 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $2,214,709 | 38,211 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,923,566 | 39,081 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $1,607,432 | 39,340 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,951,884 | 45,733 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,740,450 | 46,561 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,944,346 | 47,090 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,880,325 | 46,751 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,926,772 | 49,190 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,334,048 | 68,800 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,355,096 | 90,769 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,859,912 | 126,264 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,851,785 | 129,207 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,719,301 | 146,386 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $4,256,617 | 141,041 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,009,232 | 127,998 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,040,294 | 157,824 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $3,104,220 | 108,161 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||