Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$284,116
+$3,650 QoQ
Shares Held
3,438
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,239
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026BSW Wealth Partners holds $8,522,544 across 8 Banks - Diversified names. WFC ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,347 | $3,714,213 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
9,066 | $1,311,034 | |
| 3 | C |
Citigroup Inc
|
7,996 | $1,119,120 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,954 | $951,127 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,614 | $533,835 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
13,993 | $329,954 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
3,438 | $284,116 | |
| 8 | BAC |
Bank Of America Corp /De/
|
4,899 | $279,145 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,116 | 3,438 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $280,466 | 3,523 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $322,565 | 3,461 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $292,028 | 3,484 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $247,250 | 3,086 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $221,256 | 3,082 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $229,544 | 3,268 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||