Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,710,781
+$49,017 QoQ
Shares Held
81,205
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#602
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $195,701,864 across 11 Banks - Diversified names. WFC ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
438,978 | $143,690,668 | |
| 2 | BAC |
Bank Of America Corp /De/
|
479,328 | $27,312,109 | |
| 3 | C |
Citigroup Inc
|
82,265 | $11,513,809 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
81,205 | $6,710,781 | |
| 5 | RY |
Royal Bank Of Canada
|
9,539 | $1,974,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15,235 | $1,752,025 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,888 | $1,574,513 | |
| 8 | UBS |
UBS Group AG
|
12,502 | $619,599 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,710,781 | 81,205 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $6,661,764 | 83,680 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $8,127,785 | 87,208 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,283,790 | 86,898 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,877,180 | 85,836 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $6,002,505 | 83,612 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $6,132,794 | 87,312 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $4,943,891 | 87,518 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $5,284,522 | 88,980 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $5,553,611 | 95,818 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,790,976 | 97,338 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,898,330 | 95,407 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,231,636 | 99,148 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,855,981 | 76,404 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,904,132 | 70,335 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,717,011 | 92,417 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $10,395,600 | 265,397 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $13,771,023 | 284,173 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $12,400,095 | 258,443 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $13,882,344 | 299,124 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $14,215,534 | 313,878 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,662,688 | 144,937 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,124,654 | 169,803 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,059,471 | 172,670 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,214,656 | 164,635 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $5,623,506 | 195,941 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||