Westover Capital Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1483467
WILMINGTON, DE
Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$846,812
+$31,049 QoQ
Shares Held
10,247
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,463
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, 2026Westover Capital Advisors, LLC holds $20,362,907 across 10 Banks - Diversified names. WFC ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,663 | $13,310,219 | |
| 2 | RY |
Royal Bank Of Canada
|
6,184 | $1,279,902 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,259 | $1,211,337 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,313 | $885,573 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
10,247 | $846,812 | |
| 6 | C |
Citigroup Inc
|
5,747 | $804,350 | |
| 7 | TD |
Toronto Dominion Bank
|
5,140 | $624,150 | |
| 8 | BNS |
Bank Of Nova Scotia
|
6,400 | $555,776 |
All Filings in WFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,812 | 10,247 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $815,763 | 10,247 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $955,020 | 10,247 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $858,903 | 10,247 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $724,845 | 9,047 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $649,484 | 9,047 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $635,461 | 9,047 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $511,065 | 9,047 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $537,301 | 9,047 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $524,364 | 9,047 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $251,809 | 5,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $206,220 | 5,047 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $227,761 | 4,747 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||