Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$253,846,609
+$42,239,012 QoQ
Shares Held
3,071,716
+15.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#85
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
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 Jun 30, 2026TRUIST FINANCIAL CORP holds $1,959,123,071 across 18 Banks - Diversified names. WFC ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,121,918 | $1,021,897,417 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,436,079 | $352,281,382 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
3,071,716 | $253,846,609 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,792,713 | $159,128,786 | |
| 5 | C |
Citigroup Inc
|
803,519 | $112,460,518 | |
| 6 | RY |
Royal Bank Of Canada
|
86,666 | $17,937,260 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
87,439 | $8,314,574 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
415,183 | $8,257,988 |
All Filings in WFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,846,609 | 3,071,716 | Shares | Defined | 2026-07-28 | |
| 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. | ||||||