Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,586,794
+$10,017,634 QoQ
Shares Held
2,620,847
+1.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#101
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,210,498,026 across 19 Banks - Diversified names. WFC ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,865,671 | $1,265,350,085 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,891,596 | $278,723,138 | |
| 3 | C |
Citigroup Inc
|
1,836,863 | $257,087,343 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
2,620,847 | $216,586,794 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
273,718 | $39,582,357 | |
| 6 | UBS |
UBS Group AG
|
580,682 | $28,778,598 | |
| 7 | ING |
Ing Groep NV
|
554,143 | $17,389,006 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
790,629 | $15,725,608 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,586,794 | 2,620,847 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $206,569,160 | 2,594,764 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $246,730,967 | 2,647,328 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $235,444,008 | 2,808,924 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $225,221,083 | 2,811,047 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $190,781,706 | 2,657,497 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $190,866,872 | 2,717,353 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $156,855,724 | 2,776,699 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $162,898,868 | 2,742,867 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $167,247,229 | 2,885,563 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $131,762,922 | 2,677,020 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $103,936,438 | 2,543,721 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $100,673,197 | 2,358,791 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $86,492,458 | 2,313,870 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $90,960,380 | 2,202,964 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $85,796,094 | 2,133,170 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $79,085,637 | 2,019,036 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $92,953,787 | 1,918,155 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $91,461,392 | 1,906,240 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $88,698,650 | 1,911,197 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $85,961,911 | 1,898,033 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $69,343,114 | 1,774,843 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $47,748,409 | 1,582,121 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,552,382 | 1,554,759 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $51,825,584 | 2,024,437 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $88,836,427 | 3,095,346 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||