Cambridge Investment Research Advisors, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1419186
FAIRFIELD, IA
Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$39,015,748
+$3,987,189 QoQ
Shares Held
472,117
+7.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#275
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $367,427,397 across 18 Banks - Diversified names. WFC ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
687,077 | $224,900,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
898,090 | $51,173,168 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
472,117 | $39,015,748 | |
| 4 | C |
Citigroup Inc
|
176,266 | $24,670,189 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
58,256 | $8,424,400 | |
| 6 | RY |
Royal Bank Of Canada
|
29,139 | $6,030,898 | |
| 7 | TD |
Toronto Dominion Bank
|
26,418 | $3,207,937 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
10,732 | $1,896,344 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,015,748 | 472,117 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $35,028,559 | 440,002 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $41,485,184 | 445,120 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $36,455,664 | 434,928 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,789,568 | 421,737 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $29,825,586 | 415,456 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $30,052,254 | 427,851 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,222,389 | 446,493 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $26,035,744 | 438,386 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $25,417,372 | 438,533 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $20,786,098 | 422,310 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,826,924 | 411,819 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $17,946,513 | 420,490 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $15,676,573 | 419,384 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,398,818 | 397,162 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $20,973,724 | 521,475 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $16,950,621 | 432,745 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $19,818,589 | 408,968 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19,470,284 | 405,800 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $19,223,671 | 414,214 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $18,417,857 | 406,665 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $15,617,216 | 399,724 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,108,095 | 401,196 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $10,612,602 | 451,408 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,315,366 | 481,069 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $11,648,067 | 405,856 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||