Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$537,325
+$15,800 QoQ
Shares Held
6,502
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,758
of 2,853 holders
Holding Since
Dec 2023
11 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, 2026WealthTrust Axiom LLC holds $9,445,096 across 7 Banks - Diversified names. WFC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
26,340 | $3,198,466 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,574 | $1,818,326 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,508 | $1,802,933 | |
| 4 | BAC |
Bank Of America Corp /De/
|
22,891 | $1,304,329 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
6,502 | $537,325 | |
| 6 | C |
Citigroup Inc
|
2,831 | $396,226 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,075 | $387,491 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,325 | 6,502 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $521,525 | 6,551 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $616,331 | 6,613 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $554,301 | 6,613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $479,678 | 5,987 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $358,016 | 4,987 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $297,606 | 4,237 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $239,348 | 4,237 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $251,635 | 4,237 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $245,576 | 4,237 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $208,545 | 4,237 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||