Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,086,213
-$1,133,199 QoQ
Shares Held
85,748
-16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#588
of 2,853 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $123,742,984 across 12 Banks - Diversified names. WFC ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
291,617 | $95,454,991 | |
| 2 | C |
Citigroup Inc
|
81,041 | $11,342,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
147,065 | $8,379,761 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
85,748 | $7,086,213 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,702 | $1,113,785 | |
| 6 | TD |
Toronto Dominion Bank
|
1,050 | $127,501 | |
| 7 | UBS |
UBS Group AG
|
2,564 | $127,071 | |
| 8 | SAN |
Banco Santander, S.A.
|
3,650 | $50,370 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,086,213 | 85,748 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $8,219,412 | 103,246 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $17,148,332 | 183,995 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $15,444,922 | 184,263 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $15,118,480 | 188,698 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,831,886 | 178,742 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,808,058 | 196,584 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $10,030,928 | 177,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,982,736 | 151,250 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,735,199 | 98,951 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $4,405,829 | 89,513 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $2,184,743 | 53,469 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $1,748,812 | 40,975 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $575,838 | 15,405 | Shares | Sole | 2023-05-08 | |
| 2021-09-30 | $231,539 | 4,989 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $255,254 | 5,636 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $230,630 | 5,903 | Shares | Sole | 2021-05-04 | |
| 2020-06-30 | $280,294 | 10,949 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $314,236 | 10,949 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||