Position in WFC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$741,776
-$157,578 QoQ
Shares Held
8,976
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,543
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PIN OAK INVESTMENT ADVISORS INC holds $3,309,809 across 10 Banks - Diversified names. WFC ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
24,779 | $1,411,907 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,846 | $931,581 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
8,976 | $741,776 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
4,518 | $113,221 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,954 | $78,645 | |
| 6 | C |
Citigroup Inc
|
206 | $28,831 | |
| 7 | SAN |
Banco Santander, S.A.
|
131 | $1,807 | |
| 8 | UBS |
UBS Group AG
|
22 | $1,090 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,776 | 8,976 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $899,354 | 11,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,054,278 | 11,312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $951,357 | 11,350 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $633 | 8,829 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $633,833 | 8,829 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $499 | 8,829 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $498,750 | 8,829 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $524,354 | 8,829 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $482,748 | 8,329 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $409,953 | 8,329 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $341,712 | 8,363 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $356,932 | 8,363 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $312,608 | 8,363 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $300,095 | 7,268 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $302,373 | 7,518 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $294,480 | 7,518 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $380,944 | 7,861 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $398,042 | 8,296 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $417,411 | 8,994 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $407,338 | 8,994 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $351,395 | 8,994 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $271,438 | 8,994 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $195,556 | 8,318 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $207,872 | 8,120 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $219,555 | 7,650 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||