Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,315,738
+$189,753 QoQ
Shares Held
28,022
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#959
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $99,190,760 across 9 Banks - Diversified names. WFC ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
238,916 | $78,204,374 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,652 | $12,059,930 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
26,730 | $3,865,425 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
28,022 | $2,315,738 | |
| 5 | C |
Citigroup Inc
|
11,113 | $1,555,375 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
16,388 | $386,429 | |
| 7 | TD |
Toronto Dominion Bank
|
2,909 | $353,239 | |
| 8 | RY |
Royal Bank Of Canada
|
1,144 | $236,773 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,315,738 | 28,022 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,125,985 | 26,705 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,888,734 | 30,995 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,631,528 | 31,395 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,512,723 | 31,362 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,167,842 | 30,197 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,217,266 | 31,567 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,603,807 | 28,391 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,122,233 | 18,896 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,081,011 | 18,651 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $921,890 | 18,730 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $804,860 | 19,698 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $650,955 | 15,252 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $440,224 | 11,777 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $537,513 | 13,018 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $526,198 | 13,083 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $514,889 | 13,145 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $610,450 | 12,597 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $553,881 | 11,544 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $611,915 | 13,185 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $556,885 | 12,296 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $464,542 | 11,890 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $375,891 | 12,455 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $302,503 | 12,867 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,311,590 | 51,234 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,643,132 | 57,252 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||