Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$342,356,694
+$86,684,801 QoQ
Shares Held
4,142,748
+29.0% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#72
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. WFC ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,356,694 | 4,142,748 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,671,893 | 3,211,555 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,977,429 | 911,775 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,212,856 | 825,732 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $57,302,784 | 715,212 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,847,004 | 541,120 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $28,941,759 | 412,041 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,132,993 | 267,888 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,922,447 | 133,397 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,765,808 | 30,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $732,687 | 14,886 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $459,961 | 11,257 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $650,101 | 15,232 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $819,332 | 21,919 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $909,659 | 22,031 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $897,307 | 22,310 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $852,809 | 21,772 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,004,672 | 20,732 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,089,673 | 22,711 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $993,359 | 21,404 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $815,446 | 18,005 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $846,295 | 21,661 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $499,599 | 16,554 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $564,685 | 24,019 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,031,704 | 40,301 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,137,982 | 39,651 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||