Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,381,658
+$5,679 QoQ
Shares Held
16,719
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,177
of 2,858 holders
Holding Since
Mar 2020
24 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, 20261834 INVESTMENT ADVISORS CO holds $15,754,960 across 6 Banks - Diversified names. WFC ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,859 | $7,482,436 | |
| 2 | C |
Citigroup Inc
|
31,941 | $4,470,462 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,844 | $1,712,760 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
16,719 | $1,381,658 | |
| 5 | SAN |
Banco Santander, S.A.
|
26,100 | $360,180 | |
| 6 | BAC |
Bank Of America Corp /De/
|
6,098 | $347,464 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,658 | 16,719 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,375,979 | 17,284 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,644,700 | 17,647 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,522,338 | 18,162 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,444,243 | 18,026 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,277,503 | 17,795 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,376,142 | 19,592 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,237,695 | 21,910 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,144,207 | 19,266 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,176,935 | 20,306 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $902,842 | 18,343 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $947,911 | 23,199 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $800,762 | 18,762 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $682,895 | 18,269 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $94,673 | 2,417 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $117,127 | 2,417 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $120,237 | 2,506 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $116,303 | 2,506 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $235,462 | 5,199 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $244,734 | 6,264 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $192,035 | 6,363 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $154,390 | 6,567 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $243,968 | 9,530 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $528,367 | 18,410 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||