Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$25,882,268
-$48,698 QoQ
Shares Held
313,193
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#341
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $75,418,256 across 12 Banks - Diversified names. WFC ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
98,543 | $32,256,080 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
313,193 | $25,882,268 | |
| 3 | C |
Citigroup Inc
|
77,006 | $10,777,758 | |
| 4 | BAC |
Bank Of America Corp /De/
|
54,797 | $3,122,332 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,380 | $597,246 | |
| 6 | BCS |
Barclays PLC
|
18,754 | $503,732 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,849 | $461,091 | |
| 8 | ING |
Ing Groep NV
|
13,867 | $435,146 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,882,268 | 313,193 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $25,930,966 | 325,725 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $31,582,124 | 338,864 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $28,981,434 | 345,758 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $28,939,343 | 361,200 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $26,555,694 | 369,908 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $29,282,283 | 416,889 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $25,664,479 | 454,319 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $30,059,357 | 506,135 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $31,383,890 | 541,475 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $26,524,510 | 538,897 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $21,855,686 | 534,892 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $23,440,495 | 549,215 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $20,083,713 | 537,285 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,497,764 | 544,872 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $23,378,558 | 581,267 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $23,342,695 | 595,933 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $27,149,326 | 560,242 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $26,075,114 | 543,458 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $25,696,844 | 553,692 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $24,268,555 | 535,848 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $19,376,882 | 495,953 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $11,570,860 | 383,395 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $5,511,919 | 234,450 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $876,006 | 34,219 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,732,159 | 60,354 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||