Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$859,431,120
-$84,684,243 QoQ
Shares Held
10,399,699
-12.3% QoQ
Ownership
0.344%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#38
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2020CallValue
$4,879
CallShares
170
PutValue
$2,296
PutShares
80
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, 2026DEUTSCHE BANK AG\ holds $10,094,419,122 across 17 Banks - Diversified names. WFC ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,909,780 | $2,589,108,278 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,403,518 | $2,359,172,447 | |
| 3 | UBS |
UBS Group AG
|
24,147,522 | $1,196,751,187 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
10,399,699 | $859,431,120 | |
| 5 | C |
Citigroup Inc
|
5,844,492 | $817,995,091 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,983,505 | $576,054,654 | |
| 7 | RY |
Royal Bank Of Canada
|
2,609,254 | $540,037,295 | |
| 8 | TD |
Toronto Dominion Bank
|
3,630,158 | $440,810,081 |
All Filings in WFC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,431,120 | 10,399,699 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $944,115,363 | 11,859,256 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,135,299,113 | 12,181,321 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,085,812,739 | 12,954,101 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $910,788,210 | 11,367,801 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $685,158,728 | 9,543,930 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $723,876,155 | 10,305,754 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $756,237,047 | 13,387,096 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $648,116,353 | 10,912,887 | Shares | Sole | 2025-06-12 | |
| 2024-03-31 | $564,653,212 | 9,742,119 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $639,390,239 | 12,990,456 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $250,886,564 | 6,140,151 | Shares | Other | 2023-11-24 | |
| 2023-06-30 | $337,769,470 | 7,913,999 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $471,407,024 | 12,611,210 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $646,670,555 | 15,661,675 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $453,642,821 | 11,279,036 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $454,805,684 | 11,611,072 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $670,347,560 | 13,833,008 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $404,896,928 | 8,438,869 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $401,727,693 | 8,656,059 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $458,214,592 | 10,117,346 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $597,414,204 | 15,290,868 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $292,118,641 | 9,679,213 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $242,625,166 | 10,320,084 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $561,245,256 | 21,923,643 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $593,877,382 | 20,692,592 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $2,296 | 80 | Put | Defined | 2020-05-14 | |
| 2020-03-31 | $4,879 | 170 | Call | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||