Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,335,241
+$80,288 QoQ
Shares Held
28,258
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#953
of 2,853 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BAILARD, INC. holds $86,171,066 across 12 Banks - Diversified names. WFC ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
151,505 | $49,592,131 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,263 | $11,183,065 | |
| 3 | C |
Citigroup Inc
|
63,802 | $8,929,727 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
36,714 | $5,309,211 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
28,258 | $2,335,241 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
112,061 | $2,228,893 | |
| 7 | UBS |
UBS Group AG
|
31,504 | $1,561,338 | |
| 8 | BNS |
Bank Of Nova Scotia
|
16,673 | $1,447,883 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,335,241 | 28,258 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,254,953 | 28,325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,747,908 | 29,484 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,593,809 | 30,945 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,474,185 | 30,881 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $950,284 | 13,237 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $647,331 | 9,216 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $516,431 | 9,142 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $544,249 | 9,164 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $424,325 | 7,321 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $362,062 | 7,356 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $313,845 | 7,681 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $318,734 | 7,468 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $279,677 | 7,482 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $310,005 | 7,508 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $409,318 | 10,177 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $707,762 | 18,069 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $422,038 | 8,709 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $404,471 | 8,430 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $394,717 | 8,505 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $385,191 | 8,505 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $207,696 | 5,316 | Shares | Sole | 2021-05-13 | |
| 2020-03-31 | $395,945 | 13,796 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||