Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$48,869,742
+$9,634,432 QoQ
Shares Held
591,357
+20.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#247
of 2,868 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, 2026MML INVESTORS SERVICES, LLC holds $577,176,682 across 17 Banks - Diversified names. WFC ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,862 | $311,245,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
895,638 | $51,033,453 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
591,357 | $48,869,742 | |
| 4 | C |
Citigroup Inc
|
336,131 | $47,044,894 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
301,979 | $43,669,183 | |
| 6 | SAN |
Banco Santander, S.A.
|
927,575 | $12,800,535 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
122,531 | $11,651,472 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
444,108 | $8,833,308 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,869,742 | 591,357 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $39,235,310 | 492,844 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $55,066,101 | 590,838 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $46,388,418 | 553,429 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $43,842,625 | 547,212 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $37,171,210 | 517,777 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $31,483,253 | 448,224 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,783,264 | 403,315 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $24,840,520 | 418,261 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,729,487 | 443,918 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $20,013,639 | 406,616 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,645,809 | 333,965 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,043,597 | 329,044 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,577,316 | 256,215 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,914,226 | 264,331 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,778,447 | 243,124 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,719,046 | 222,595 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,266,715 | 191,224 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,899,042 | 185,474 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,314,772 | 157,612 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,463,245 | 142,708 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,591,887 | 194,315 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,469,883 | 181,242 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,208,313 | 179,001 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,744,857 | 185,346 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,446,215 | 259,450 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||