Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$773,179
+$65,924 QoQ
Shares Held
9,356
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,523
of 2,858 holders
Holding Since
Mar 2021
22 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, 2026Valmark Advisers, Inc. holds $18,117,658 across 6 Banks - Diversified names. WFC ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,457 | $11,933,469 | |
| 2 | TD |
Toronto Dominion Bank
|
16,012 | $1,944,337 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
12,668 | $1,831,919 | |
| 4 | BAC |
Bank Of America Corp /De/
|
21,213 | $1,208,716 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
9,356 | $773,179 | |
| 6 | C |
Citigroup Inc
|
3,044 | $426,038 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,179 | 9,356 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $707,255 | 8,884 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $911,030 | 9,775 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $701,238 | 8,366 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $673,008 | 8,400 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $603,394 | 8,405 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $582,992 | 8,300 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $444,519 | 7,869 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $508,615 | 8,564 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $419,804 | 7,243 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $400,010 | 8,127 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $603,175 | 14,762 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $633,200 | 14,836 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $561,223 | 15,014 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $704,283 | 17,057 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $412,616 | 10,259 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $386,529 | 9,868 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $382,252 | 7,888 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $374,291 | 7,801 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $282,219 | 6,081 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $287,455 | 6,347 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $250,751 | 6,418 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||