Position in WF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$744,478
+$162,794 QoQ
Shares Held
12,970
+48.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#9
of 45 holders
Holding Since
Mar 2022
6 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, 2026Aaron Wealth Advisors LLC holds $21,613,854 across 31 Banks - Regional names. WF ranks #12 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
213,939 | $2,049,535 | |
| 2 | HDB |
Hdfc Bank Ltd
|
62,141 | $1,605,102 | |
| 3 | IBN |
Icici Bank Ltd
|
52,972 | $1,537,777 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
21,830 | $1,529,628 | |
| 5 | USB |
US Bancorp \De\
|
23,940 | $1,445,976 | |
| 6 | KB |
KB Financial Group Inc.
|
11,412 | $1,197,803 | |
| 7 | LYG |
Lloyds Banking Group plc
|
196,676 | $1,146,621 | |
| 8 | NWG |
NatWest Group plc
|
63,031 | $1,111,236 |
All Filings in WF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,478 | 12,970 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $581,684 | 8,734 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $319,993 | 5,443 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $286,926 | 5,110 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $305,740 | 6,148 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $2,974,123 | 78,973 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||