Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,565,777
+$169,076 QoQ
Shares Held
55,249
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#701
of 2,858 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)
Derivatives in WFC
reported options exposure · as of Sep 30, 2022CallValue
$80,440
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $149,063,413 across 13 Banks - Diversified names. WFC ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
274,922 | $89,990,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
817,324 | $46,571,121 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
55,249 | $4,565,777 | |
| 4 | C |
Citigroup Inc
|
19,999 | $2,799,060 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,119 | $1,029,478 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,285 | $952,775 | |
| 7 | TD |
Toronto Dominion Bank
|
7,624 | $925,782 | |
| 8 | RY |
Royal Bank Of Canada
|
2,529 | $523,427 |
All Filings in WFC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,565,777 | 55,249 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,396,701 | 55,228 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,527,039 | 59,303 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,378,897 | 64,172 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,091,305 | 63,546 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,596,713 | 64,030 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,829,056 | 40,277 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,091,090 | 37,017 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,123,489 | 35,755 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,196,626 | 37,899 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $1,858,350 | 37,756 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,666,761 | 40,792 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,873,694 | 43,901 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,740,711 | 46,568 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,917,383 | 46,437 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $80,440 | 2,000 | Call | Sole | 2022-10-26 | |
| 2022-09-30 | $2,365,257 | 58,808 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,353,764 | 60,091 | Shares | Sole | 2022-07-07 | |
| 2022-06-30 | $78,340 | 2,000 | Call | Sole | 2022-07-07 | |
| 2022-03-31 | $3,049,927 | 62,937 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $3,046,058 | 63,486 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,983,327 | 64,282 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,969,076 | 65,557 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,627,262 | 67,245 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,072,943 | 68,686 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,739,410 | 73,986 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,942,681 | 75,886 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,428,828 | 224,001 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||