Financial Engines Advisors L.L.C.
Position in WFC — Wells Fargo & Company/Mn
CIK 1420473
SANTA CLARA, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,489,999
+$50,571 QoQ
Shares Held
18,030
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,137
of 2,859 holders
Holding Since
Mar 2020
25 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, 2026Financial Engines Advisors L.L.C. holds $32,842,328 across 8 Banks - Diversified names. WFC ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
128,045 | $18,516,587 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
21,685 | $7,098,151 | |
| 3 | BAC |
Bank Of America Corp /De/
|
42,606 | $2,427,689 | |
| 4 | RY |
Royal Bank Of Canada
|
10,105 | $2,091,431 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
18,030 | $1,489,999 | |
| 6 | C |
Citigroup Inc
|
4,773 | $668,029 | |
| 7 | ING |
Ing Groep NV
|
9,436 | $296,101 | |
| 8 | UBS |
UBS Group AG
|
5,132 | $254,341 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,999 | 18,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,439,428 | 18,081 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,772,198 | 19,015 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,448,577 | 17,282 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,185,215 | 14,793 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,003,480 | 13,978 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,054,513 | 15,013 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $576,310 | 10,202 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $579,824 | 9,763 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $526,450 | 9,083 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $484,177 | 9,837 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $351,845 | 8,611 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $358,512 | 8,400 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $289,994 | 7,758 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $358,066 | 8,672 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $345,409 | 8,588 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $347,672 | 8,876 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $384,336 | 7,931 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $435,562 | 9,078 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $368,216 | 7,934 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $340,768 | 8,722 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $237,033 | 7,854 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $204,137 | 8,683 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $224,281 | 8,761 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $242,113 | 8,436 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||