Transamerica Financial Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1502149
CEDAR RAPIDS, IA
Position in WFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,248,277
-$5,632,574 QoQ
Shares Held
15,105
-82.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,219
of 2,853 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. WFC ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,488 | $2,778,377 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
15,105 | $1,248,277 | |
| 3 | C |
Citigroup Inc
|
8,738 | $1,222,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
9,513 | $542,050 | |
| 5 | TD |
Toronto Dominion Bank
|
3,370 | $409,219 | |
| 6 | SAN |
Banco Santander, S.A.
|
26,327 | $363,312 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,076 | $355,492 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,593 | $349,924 |
All Filings in WFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,277 | 15,105 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,880,851 | 86,432 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,418,756 | 90,330 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,454,612 | 17,354 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $699,127 | 8,726 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $660,826 | 9,205 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $649,228 | 9,243 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $539,140 | 9,544 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $392,211 | 6,604 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $382,767 | 6,604 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $341,832 | 6,945 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $334,847 | 8,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $350,957 | 8,223 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5 | 118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,872 | 118 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,822 | 468 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,562 | 142 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $31,590 | 1,234 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||