Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$578,727
+$20,741 QoQ
Shares Held
7,003
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,711
of 2,858 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026First Bancorp, Inc /ME/ holds $3,792,836 across 7 Banks - Diversified names. WFC ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,514 | $1,804,896 | |
| 2 | C |
Citigroup Inc
|
6,475 | $906,240 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
7,003 | $578,727 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,137 | $349,686 | |
| 5 | TD |
Toronto Dominion Bank
|
882 | $107,101 | |
| 6 | UBS |
UBS Group AG
|
647 | $32,065 | |
| 7 | ING |
Ing Groep NV
|
450 | $14,121 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,727 | 7,003 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $557,986 | 7,009 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $667,684 | 7,164 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $634,014 | 7,564 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $627,659 | 7,834 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $608,061 | 8,470 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $563,324 | 8,020 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $458,472 | 8,116 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $505,171 | 8,506 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $495,905 | 8,556 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $418,074 | 8,494 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $347,064 | 8,494 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $366,791 | 8,594 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $328,719 | 8,794 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $363,103 | 8,794 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $359,043 | 8,927 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $343,794 | 8,777 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $348,524 | 7,192 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $325,303 | 6,780 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $305,424 | 6,581 | Shares | Sole | 2021-10-19 | |
| 2021-03-31 | $266,886 | 6,831 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||