Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,327,363
+$265 QoQ
Shares Held
16,062
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,188
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $27,760,969 across 10 Banks - Diversified names. WFC ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
41,212 | $13,489,923 | |
| 2 | C |
Citigroup Inc
|
39,295 | $5,499,728 | |
| 3 | BAC |
Bank Of America Corp /De/
|
96,320 | $5,488,313 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
16,062 | $1,327,363 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,758 | $543,444 | |
| 6 | RY |
Royal Bank Of Canada
|
1,858 | $384,550 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
13,737 | $344,249 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,998 | $234,572 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,363 | 16,062 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,327,098 | 16,670 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,603,785 | 17,208 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $771,227 | 9,201 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $704,014 | 8,787 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $541,799 | 7,547 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $615,513 | 8,763 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $460,958 | 8,160 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $441,861 | 7,440 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $349,324 | 6,027 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $225,033 | 4,572 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $388,129 | 9,499 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $822,528 | 19,272 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,885,335 | 50,437 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,753,132 | 42,459 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,622,796 | 40,348 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,592,025 | 40,644 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,918,143 | 39,582 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,632,279 | 34,020 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,641,475 | 35,369 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,570,023 | 34,666 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,414,607 | 36,207 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,064,810 | 35,282 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $712,141 | 30,291 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $714,368 | 27,905 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $609,444 | 21,235 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||