Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$636,409
-$208,411 QoQ
Shares Held
7,701
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,643
of 2,858 holders
Holding Since
Mar 2021
22 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, 2026ATALANTA SOSNOFF CAPITAL, LLC holds $269,428,198 across 4 Banks - Diversified names. WFC ranks #4 (0.2% of the industry book) .
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,409 | 7,701 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $844,820 | 10,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,124,550 | 12,066 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $983,040 | 11,728 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $833,568 | 10,404 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $846,475 | 11,791 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $952,383 | 13,559 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $532,983 | 9,435 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $48,045,321 | 808,980 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,882,793 | 567,336 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,843,409 | 565,693 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $23,698,473 | 579,992 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,462,631 | 596,594 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $22,987,652 | 614,972 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,432,592 | 785,483 | Shares | Sole | 2023-05-22 | |
| 2022-09-30 | $34,229,552 | 851,058 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $34,000,225 | 868,017 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $63,182,874 | 1,303,815 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $62,531,277 | 1,303,278 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $55,075,814 | 1,186,723 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $54,355,064 | 1,200,156 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $47,015,899 | 1,203,376 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||