Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$405,018
+$14,054 QoQ
Shares Held
4,901
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,957
of 2,858 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KLINGENSTEIN FIELDS & CO LP holds $67,243,441 across 6 Banks - Diversified names. WFC ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
191,888 | $62,810,698 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,554 | $2,538,686 | |
| 3 | UBS |
UBS Group AG
|
14,930 | $739,930 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,501 | $506,279 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
4,901 | $405,018 | |
| 6 | C |
Citigroup Inc
|
1,735 | $242,830 |
All Filings in WFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,018 | 4,901 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $390,964 | 4,911 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $456,680 | 4,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $410,550 | 4,898 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $394,030 | 4,918 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $373,738 | 5,206 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $358,785 | 5,108 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $272,846 | 4,830 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $283,706 | 4,777 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $276,759 | 4,775 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $291,530 | 5,923 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $249,409 | 6,104 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $252,324 | 5,912 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $218,630 | 5,295 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $212,964 | 5,295 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $225,775 | 4,659 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $223,538 | 4,659 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $527,635 | 11,369 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $570,608 | 12,599 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $492,242 | 12,599 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $453,273 | 15,019 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $353,096 | 15,019 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $492,006 | 19,219 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $575,148 | 20,040 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||