Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$104,952
+$91,737 QoQ
Shares Held
1,270
+665.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,599
of 2,853 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $15,531,561 across 13 Banks - Diversified names. WFC ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,933 | $7,506,658 | |
| 2 | C |
Citigroup Inc
|
41,549 | $5,815,198 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,489 | $1,965,183 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
1,270 | $104,952 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,651 | $32,838 | |
| 6 | SAN |
Banco Santander, S.A.
|
2,334 | $32,209 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
205 | $19,493 | |
| 8 | BCS |
Barclays PLC
|
653 | $17,539 |
All Filings in WFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,952 | 1,270 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,215 | 166 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,471 | 166 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,011 | 24 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,922 | 24 | Shares | Sole | 2025-08-08 | |
| 2023-09-30 | $28,315 | 693 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $29,577 | 693 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $25,904 | 693 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $28,613 | 693 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $27,872 | 693 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $27,144 | 693 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,746,809 | 56,682 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $1,003,693 | 20,919 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||