JACOBS LEVY EQUITY MANAGEMENT, INC
Position in WFC — Wells Fargo & Company/Mn
CIK 884414
FLORHAM PARK, NJ
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,649,336
+$20,290,272 QoQ
Shares Held
286,173
+578.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#357
of 2,859 holders
Holding Since
Sep 2020
16 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $560,994,656 across 6 Banks - Diversified names. WFC ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
2,182,591 | $315,624,484 | |
| 2 | C |
Citigroup Inc
|
1,321,626 | $184,974,774 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
286,173 | $23,649,336 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
271,620 | $16,161,390 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
31,735 | $10,387,817 | |
| 6 | BAC |
Bank Of America Corp /De/
|
178,955 | $10,196,855 |
All Filings in WFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,649,336 | 286,173 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,359,064 | 42,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,360,864 | 57,520 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,926,046 | 82,630 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $15,438,643 | 192,694 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,980,182 | 459,398 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,136,141 | 471,756 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,926,411 | 689,085 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,644,814 | 44,533 | Shares | Sole | 2024-08-14 | |
| 2022-03-31 | $660,170 | 13,623 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,270,788 | 276,590 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,359,625 | 309,408 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,797,178 | 216,321 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,458,004 | 114,103 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,977,587 | 164,930 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,838,787 | 78,213 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||