Plante Moran Financial Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1424717
SOUTHFIELD, MI
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$169,081
-$151,428 QoQ
Shares Held
2,046
-49.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,527
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $2,836,864 across 14 Banks - Diversified names. WFC ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,276 | $2,381,653 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
2,046 | $169,081 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,769 | $157,777 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
354 | $33,661 | |
| 5 | C |
Citigroup Inc
|
154 | $21,553 | |
| 6 | RY |
Royal Bank Of Canada
|
98 | $20,283 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,091 | $15,055 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
479 | $9,527 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,081 | 2,046 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $320,509 | 4,026 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $439,997 | 4,721 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $420,441 | 5,016 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $390,745 | 4,877 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $349,258 | 4,865 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $353,728 | 5,036 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $273,524 | 4,842 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $399,219 | 6,722 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $389,607 | 6,722 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $334,105 | 6,788 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $292,884 | 7,168 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $306,613 | 7,184 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $267,939 | 7,168 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $347,001 | 8,404 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $347,259 | 8,634 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $337,527 | 8,617 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $528,407 | 10,904 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $493,282 | 10,281 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $458,623 | 9,882 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $416,939 | 9,206 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $291,032 | 7,449 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $153,042 | 5,071 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $114,164 | 4,856 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $123,929 | 4,841 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $196,968 | 6,863 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||