Position in WFC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$211,607,597
-$27,014,132 QoQ
Shares Held
2,658,053
+3.8% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 43.90123146528681.ToString("F0")%
Shared 0.5253093147503078.ToString("F0")%
None 55.573459219962885.ToString("F0")%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2021CallValue
$362,320
CallShares
8,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $1,642,975,811 across 18 Banks - Diversified names. WFC ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,108,545 | $914,409,596 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,352,077 | $279,026,893 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,658,053 | $211,607,597 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,908,477 | $141,788,252 | |
| 5 | C |
Citigroup Inc
|
380,296 | $43,129,369 | |
| 6 | RY |
Royal Bank Of Canada
|
89,561 | $14,489,178 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
89,375 | $7,372,543 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
423,984 | $7,195,007 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,607,597 | 2,658,053 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $238,621,729 | 2,560,319 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $204,997,902 | 2,445,692 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $189,296,238 | 2,362,659 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $156,386,258 | 2,178,385 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $72,020,160 | 1,025,344 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $51,342,800 | 908,883 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $58,992,025 | 993,299 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $60,557,881 | 1,044,822 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $43,419,077 | 882,143 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $40,003,573 | 979,040 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $34,122,146 | 799,488 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $32,032,901 | 856,953 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $32,938,311 | 797,731 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $33,858,279 | 841,827 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $40,462,412 | 1,032,995 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $51,518,890 | 1,063,122 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $50,090,591 | 1,043,989 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $46,631,419 | 1,004,771 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $46,355,173 | 1,023,519 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $362,320 | 8,000 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $48,001,049 | 1,228,591 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $37,878,041 | 1,255,071 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $34,334,166 | 1,460,407 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $45,088,535 | 1,761,271 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $63,512,236 | 2,212,970 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||