HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1484205
LONG BEACH, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,057
-$18,658 QoQ
Shares Held
37
-84.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,834
of 2,853 holders
Holding Since
Mar 2020
17 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $613,270 across 13 Banks - Diversified names. WFC ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,206 | $394,759 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,097 | $176,467 | |
| 3 | SAN |
Banco Santander, S.A.
|
952 | $13,137 | |
| 4 | ING |
Ing Groep NV
|
253 | $7,939 | |
| 5 | C |
Citigroup Inc
|
53 | $7,417 | |
| 6 | BCS |
Barclays PLC
|
118 | $3,169 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
37 | $3,057 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
13 | $1,879 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,057 | 37 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $21,715 | 233 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,272 | 218 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $7,968 | 111 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $216,878 | 5,802 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $254,841 | 6,172 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $397,091 | 9,873 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $345,948 | 8,832 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $436,090 | 8,999 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $450,051 | 9,380 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $429,431 | 9,253 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $419,294 | 9,258 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $330,571 | 8,461 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $261,177 | 8,654 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $200,728 | 8,538 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $216,499 | 8,457 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $274,372 | 9,560 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||