Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$659,715
+$219,718 QoQ
Shares Held
7,983
+69.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,632
of 2,873 holders
Holding Since
Sep 2021
10 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, 2026MARTINGALE ASSET MANAGEMENT L P holds $59,238,332 across 4 Banks - Diversified names. WFC ranks #4 (1.1% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,715 | 7,983 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $439,997 | 4,721 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $429,267 | 7,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,158 | 4,330 | Shares | Sole | 2024-08-12 | |
| 2023-03-31 | $19,557,103 | 523,197 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,781,788 | 454,875 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $385,902 | 9,852 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $448,594 | 9,257 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $291,862 | 6,083 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $269,317 | 5,803 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||