MONETA GROUP INVESTMENT ADVISORS LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1120927
ST LOUIS, MO
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,254,280
-$88,464 QoQ
Shares Held
39,379
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#813
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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $39,523,760 across 11 Banks - Diversified names. WFC ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
76,436 | $25,019,795 | |
| 2 | BAC |
Bank Of America Corp /De/
|
101,111 | $5,761,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
39,379 | $3,254,280 | |
| 4 | C |
Citigroup Inc
|
15,864 | $2,220,325 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,906 | $1,143,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,454 | $972,210 | |
| 7 | ING |
Ing Groep NV
|
8,039 | $252,263 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,448 | $236,766 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,254,280 | 39,379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,342,744 | 41,989 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,345,450 | 46,625 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,892,265 | 46,436 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,645,299 | 45,498 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,144,654 | 29,874 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,066,741 | 29,424 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,791,467 | 31,713 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,741,433 | 29,322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,534,722 | 26,479 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,111,141 | 22,575 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $951,833 | 23,295 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,023,082 | 23,971 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $986,308 | 26,386 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $826,708 | 20,022 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $816,988 | 20,313 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $858,018 | 21,905 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $983,011 | 20,285 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $984,981 | 20,529 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $855,011 | 18,423 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $876,995 | 19,364 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $751,003 | 19,222 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $395,991 | 13,121 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $306,006 | 13,016 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $473,011 | 18,477 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $508,994 | 17,735 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||