Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,439,863
+$83,806 QoQ
Shares Held
29,524
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#934
of 2,858 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $29,623,481 across 7 Banks - Diversified names. WFC ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,890 | $16,330,493 | |
| 2 | BAC |
Bank Of America Corp /De/
|
89,919 | $5,123,584 | |
| 3 | C |
Citigroup Inc
|
31,436 | $4,399,782 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
29,524 | $2,439,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,373 | $632,379 | |
| 6 | UBS |
UBS Group AG
|
10,556 | $523,155 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,625 | $174,225 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,439,863 | 29,524 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,356,057 | 29,595 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,738,868 | 29,387 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,552,989 | 30,458 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,560,234 | 31,955 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,793,304 | 39,768 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,711,576 | 48,001 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,157,113 | 53,159 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,903,374 | 67,346 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,700,849 | 54,873 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,751,757 | 67,346 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,352,684 | 78,554 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,186,458 | 85,245 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,715,521 | 89,986 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,228,700 | 80,276 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,738,569 | 69,915 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,719,013 | 76,744 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,377,887 | 70,402 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,942,301 | 63,398 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,093,442 | 68,303 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,061,640 | 78,363 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,819,249 | 60,280 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,910,115 | 81,247 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,989,068 | 77,698 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,577,948 | 89,824 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||