Position in WFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$255,671,893
+$170,694,464 QoQ
Shares Held
3,211,555
+252.2% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.95614397266868.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0438560273313169.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $2,047,067,353 across 19 Banks - Diversified names. WFC ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,966,359 | $578,424,162 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,537,754 | $318,715,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
3,211,555 | $255,671,893 | |
| 4 | BCS |
Barclays PLC
|
8,890,185 | $188,116,314 | |
| 5 | C |
Citigroup Inc
|
1,416,827 | $160,682,349 | |
| 6 | UBS |
UBS Group AG
|
3,518,000 | $137,448,259 | |
| 7 | TD |
Toronto Dominion Bank
|
1,321,663 | $123,324,374 | |
| 8 | ING |
Ing Groep NV
|
4,050,874 | $105,525,267 |
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||