SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1079935
LOS ANGELES, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$905,237
+$34,783 QoQ
Shares Held
10,954
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,420
of 2,858 holders
Holding Since
Jun 2024
9 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $80,306,074 across 7 Banks - Diversified names. WFC ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
505,602 | $70,764,055 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
20,882 | $6,835,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
10,954 | $905,237 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,379 | $819,314 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,055 | $586,392 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,200 | $212,039 | |
| 7 | SAN |
Banco Santander, S.A.
|
13,314 | $183,733 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,237 | 10,954 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $870,454 | 10,934 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $892,669 | 9,578 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $923,780 | 11,021 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $749,281 | 9,352 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $609,711 | 8,493 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $610,525 | 8,692 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $368,031 | 6,515 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $384,252 | 6,470 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||