Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,196,131
+$204,112 QoQ
Shares Held
14,474
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,252
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $73,468,290 across 9 Banks - Diversified names. WFC ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
169,973 | $55,637,260 | |
| 2 | BAC |
Bank Of America Corp /De/
|
244,671 | $13,941,353 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,103 | $2,184,044 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
14,474 | $1,196,131 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 | |
| 6 | TD |
Toronto Dominion Bank
|
1,135 | $137,823 | |
| 7 | C |
Citigroup Inc
|
741 | $103,710 | |
| 8 | ING |
Ing Groep NV
|
900 | $28,242 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,131 | 14,474 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $992,019 | 12,461 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,170,311 | 12,557 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,025,620 | 12,236 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,172,314 | 14,632 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $965,000 | 13,442 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $654,003 | 9,311 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $525,977 | 9,311 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $552,979 | 9,311 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $587,887 | 10,143 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $552,936 | 11,234 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $486,724 | 11,912 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $506,525 | 11,868 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $450,577 | 12,054 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $497,709 | 12,054 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $485,857 | 12,080 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $537,059 | 13,711 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $673,302 | 13,894 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $843,056 | 17,571 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $800,432 | 17,247 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $801,994 | 17,708 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $659,618 | 16,883 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $584,978 | 19,383 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $556,528 | 23,672 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $393,906 | 15,387 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $590,703 | 20,582 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||