Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,327,611
-$11,349 QoQ
Shares Held
16,065
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,187
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, 2026AdvisorNet Financial, Inc holds $19,864,948 across 15 Banks - Diversified names. WFC ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,260 | $9,577,675 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
37,431 | $5,412,896 | |
| 3 | C |
Citigroup Inc
|
9,561 | $1,338,157 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
16,065 | $1,327,611 | |
| 5 | BAC |
Bank Of America Corp /De/
|
19,321 | $1,100,910 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,188 | $530,971 | |
| 7 | RY |
Royal Bank Of Canada
|
703 | $145,499 | |
| 8 | SAN |
Banco Santander, S.A.
|
9,259 | $127,774 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,611 | 16,065 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,338,960 | 16,819 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,677,972 | 18,004 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,515,968 | 18,086 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,332,796 | 16,635 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,079,506 | 15,037 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $895,138 | 12,744 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,047,268 | 18,539 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,090,103 | 18,355 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $960,976 | 16,580 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $860,119 | 17,475 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $659,889 | 16,150 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $829,144 | 19,427 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $646,225 | 17,288 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $682,854 | 16,538 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $706,424 | 17,564 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $719,004 | 18,356 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,005,981 | 20,759 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $741,818 | 15,461 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $803,496 | 17,313 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,028,988 | 22,720 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,295,639 | 33,162 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $988,636 | 32,758 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $778,251 | 33,103 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,066,419 | 41,657 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $1,416,086 | 49,341 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||