YHB Investment Advisors, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1469219
West Hartford, CT
Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,114,344
+$68,288 QoQ
Shares Held
25,585
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#995
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $26,056,974 across 6 Banks - Diversified names. WFC ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
55,809 | $18,267,959 | |
| 2 | C |
Citigroup Inc
|
29,659 | $4,151,073 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
25,585 | $2,114,344 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,147 | $806,096 | |
| 5 | ING |
Ing Groep NV
|
12,889 | $404,456 | |
| 6 | TD |
Toronto Dominion Bank
|
2,578 | $313,046 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,344 | 25,585 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,046,056 | 25,701 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,395,333 | 25,701 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,154,257 | 25,701 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,390,700 | 29,839 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,296,705 | 31,992 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,321,361 | 33,049 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,960,993 | 34,714 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,078,531 | 34,998 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,394,559 | 41,314 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $2,314,915 | 47,032 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,351,809 | 155,453 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,394,724 | 79,539 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,869,101 | 76,755 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,203,649 | 77,589 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,910,962 | 72,376 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,458,583 | 62,767 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,040,380 | 62,740 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,905,236 | 81,393 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,133,131 | 110,604 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,030,677 | 111,077 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,334,422 | 136,535 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,433,351 | 146,897 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,815,298 | 119,749 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,760,409 | 68,766 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,963,481 | 68,414 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||