Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$413,200
+$15,150 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,938
of 2,858 holders
Holding Since
Mar 2025
6 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, 2026SHUFRO ROSE & CO LLC holds $41,190,176 across 6 Banks - Diversified names. WFC ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
109,595 | $35,873,731 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,493 | $2,535,211 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
10,155 | $1,468,514 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
6,000 | $690,000 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
5,000 | $413,200 | |
| 6 | C |
Citigroup Inc
|
1,497 | $209,520 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,200 | 5,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $398,050 | 5,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $680,360 | 7,300 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $830,320 | 9,906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $793,668 | 9,906 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $711,151 | 9,906 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||