Position in WFC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$85,739,247
+$17,831,121 QoQ
Shares Held
1,037,503
+21.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#184
of 2,869 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $756,380,884 across 19 Banks - Diversified names. WFC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
|
664,798 | $93,045,128 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,037,503 | $85,739,247 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,492,730 | $85,055,755 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
548,683 | $79,345,048 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
200,940 | $19,107,384 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,255,568 | $17,326,838 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
553,887 | $13,880,408 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,739,247 | 1,037,503 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $67,908,126 | 853,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,903,069 | 803,681 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $61,517,006 | 733,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,708,304 | 657,867 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,447,733 | 660,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,766,487 | 651,573 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,452,220 | 627,584 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,545,714 | 607,195 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,163,427 | 520,418 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,381,047 | 271,862 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,317,647 | 276,986 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,215,535 | 262,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,138,149 | 217,714 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $10,999,366 | 266,393 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,782,700 | 268,093 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,898,102 | 252,696 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,496,574 | 257,874 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,817,475 | 204,616 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,968,767 | 257,892 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,707,368 | 214,338 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,109,486 | 207,563 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,564,454 | 84,972 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,112,632 | 89,861 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,900,288 | 152,355 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,595,070 | 160,107 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||