Position in WFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$39,235,310
-$15,830,791 QoQ
Shares Held
492,844
-16.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MML INVESTORS SERVICES, LLC holds $415,633,050 across 16 Banks - Diversified names. WFC ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
795,261 | $233,933,975 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
492,844 | $39,235,310 | |
| 3 | BAC |
Bank Of America Corp /De/
|
659,336 | $32,142,630 | |
| 4 | C |
Citigroup Inc
|
282,258 | $32,010,879 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
229,952 | $27,279,205 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
104,460 | $8,616,905 | |
| 7 | SAN |
Banco Santander, S.A.
|
759,810 | $8,570,656 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
374,165 | $6,349,580 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||