Position in WF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,507
-$32,457 QoQ
Shares Held
3,528
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#135
of 199 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Argos Wealth Advisors, LLC holds $695,188 across 3 Banks - Regional names. WF ranks #3 (29.1% of the industry book) .
All Filings in WF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,507 | 3,528 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $234,964 | 3,528 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $207,411 | 3,528 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||