Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$954,905
+$7,945 QoQ
Shares Held
11,555
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,375
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $24,413,763 across 6 Banks - Diversified names. WFC ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,234 | $16,443,095 | |
| 2 | BAC |
Bank Of America Corp /De/
|
105,423 | $6,007,002 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
11,555 | $954,905 | |
| 4 | C |
Citigroup Inc
|
3,361 | $470,405 | |
| 5 | RY |
Royal Bank Of Canada
|
1,436 | $297,208 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,536 | $241,148 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,905 | 11,555 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $946,960 | 11,895 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $994,910 | 10,675 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $887,989 | 10,594 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $848,390 | 10,589 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $750,205 | 10,450 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $826,373 | 11,765 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $596,590 | 10,561 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $892,215 | 15,023 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,014,184 | 17,498 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $633,461 | 12,870 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $891,279 | 21,813 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $921,375 | 21,588 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $974,758 | 26,077 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,048,848 | 25,402 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $973,203 | 24,197 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,013,298 | 51,399 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,149,540 | 44,357 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,243,065 | 46,750 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,120,008 | 45,680 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,080,849 | 45,945 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,620,623 | 41,480 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,678,008 | 55,600 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,676,215 | 71,298 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,781,555 | 69,592 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,941,583 | 67,651 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||