Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,174,397
+$102,688 QoQ
Shares Held
14,211
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,262
of 2,853 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. WFC ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,397 | 14,211 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,071,709 | 13,462 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,281,034 | 13,745 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,102,987 | 13,159 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,021,530 | 12,750 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $852,147 | 11,870 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $710,547 | 10,116 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $561,680 | 9,943 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $557,493 | 9,387 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $485,820 | 8,382 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $385,146 | 7,825 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $366,350 | 8,966 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $371,316 | 8,700 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $304,011 | 8,133 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $222,016 | 5,377 | Shares | Sole | 2023-01-27 | |
| 2022-03-31 | $206,778 | 4,267 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $200,556 | 4,180 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||