UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1463217 IRVING, TX

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$15,773,496

-$369,023 QoQ

Shares Held

190,870

-5.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#423

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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. WFC ranks #2 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	373,822	$122,363,155
2	WFC	Wells Fargo & Company/Mn This page	190,870	$15,773,496
3	BAC	Bank Of America Corp /De/	275,832	$15,716,907
4	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	357,171	$8,950,705
5	RY	Royal Bank Of Canada	42,869	$8,872,596
6	ING	Ing Groep NV	218,897	$6,868,987
7	BNY	Bank of New York Mellon Corp	43,924	$6,351,849
8	C	Citigroup Inc	45,014	$6,300,159

All Filings in WFC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,773,496	190,870	-5.9%	Shares	Defined	2026-08-17
2026-03-31	$16,142,519	202,770	+4.1%	Shares	Defined	2026-05-15
2025-12-31	$18,159,926	194,849	+3.3%	Shares	Defined	2026-02-17
2025-09-30	$15,811,720	188,639	+1.6%	Shares	Defined	2025-11-14
2025-06-30	$14,871,553	185,616	-6.2%	Shares	Defined	2025-08-11
2025-03-31	$14,212,409	197,972	-4.1%	Shares	Defined	2025-05-13
2024-12-31	$14,501,399	206,455	-2.7%	Shares	Defined	2025-02-13
2024-09-30	$11,991,019	212,268	-2.9%	Shares	Defined	2024-11-12
2024-06-30	$12,980,753	218,568	-26.8%	Shares	Defined	2024-08-14
2024-03-31	$17,301,639	298,510	-9.9%	Shares	Defined	2024-05-15
2023-12-31	$16,308,653	331,342	-36.1%	Shares	Defined	2024-02-14
2023-09-30	$21,186,563	518,516	-2.4%	Shares	Defined	2023-11-14
2023-06-30	$22,682,157	531,447	-1.8%	Shares	Defined	2023-08-14
2023-03-31	$20,221,832	540,980	-3.4%	Shares	Defined	2023-08-15
2022-12-31	$23,113,027	559,773	+43.5%	Shares	Defined	2023-02-15
2022-09-30	$15,689,138	390,083	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$15,394,045	393,006	+4.1%	Shares	Defined	2022-08-11
2022-03-31	$18,291,469	377,455	-19.4%	Shares	Defined	2022-05-16
2021-12-31	$22,480,693	468,543	-2.1%	Shares	Defined	2022-02-14
2021-09-30	$22,204,678	478,446	+20.4%	Shares	Defined	2021-11-15
2021-06-30	$17,990,773	397,235	+0.4%	Shares	Defined	2021-08-13
2021-03-31	$15,456,013	395,598	-11.2%	Shares	Defined	2021-05-14
2020-12-31	$13,442,262	445,403	-12.6%	Shares	Defined	2021-02-17
2020-09-30	$11,987,866	509,905	-8.3%	Shares	Defined	2020-11-13
2020-06-30	$14,235,033	556,056	+4.1%	Shares	Defined	2020-08-13
2020-03-31	$15,327,091	534,045	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.