Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,515,798
+$319,903 QoQ
Shares Held
175,651
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#442
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $285,781,561 across 16 Banks - Diversified names. WFC ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
413,954 | $135,499,562 | |
| 2 | BAC |
Bank Of America Corp /De/
|
877,301 | $49,988,610 | |
| 3 | C |
Citigroup Inc
|
332,112 | $46,482,395 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
175,651 | $14,515,798 | |
| 5 | RY |
Royal Bank Of Canada
|
57,530 | $11,906,984 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
60,577 | $8,760,039 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
32,000 | $5,654,400 | |
| 8 | TD |
Toronto Dominion Bank
|
29,507 | $3,583,035 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,515,798 | 175,651 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,195,895 | 178,318 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,736,762 | 179,579 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,281,056 | 182,308 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,702,260 | 183,503 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,419,920 | 186,933 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,112,684 | 186,684 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,411,714 | 202,013 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,575,586 | 194,908 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,458,749 | 197,701 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $9,943,079 | 202,013 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $8,384,512 | 205,201 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,882,220 | 208,112 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,147,786 | 137,715 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,426,992 | 131,436 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,443,133 | 135,334 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,091,512 | 129,985 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,193,769 | 127,812 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,114,667 | 127,442 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,838,099 | 125,794 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,820,263 | 128,511 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,674,878 | 145,249 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,912,806 | 129,649 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,945,097 | 125,270 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,405,875 | 133,042 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,988,576 | 173,818 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||