Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,565,521
-$2,480,989 QoQ
Shares Held
164,152
-18.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#449
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names. WFC ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
229,858 | $75,239,419 | |
| 2 | BAC |
Bank Of America Corp /De/
|
373,611 | $21,288,354 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
164,152 | $13,565,521 | |
| 4 | C |
Citigroup Inc
|
77,583 | $10,858,516 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
29,125 | $2,769,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,528 | $2,245,504 | |
| 7 | RY |
Royal Bank Of Canada
|
8,087 | $1,673,766 | |
| 8 | ING |
Ing Groep NV
|
47,124 | $1,478,751 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,565,521 | 164,152 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,046,510 | 201,564 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $18,831,246 | 202,052 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,813,091 | 212,516 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,658,470 | 207,919 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,977,730 | 166,844 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,157,132 | 158,843 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,820,023 | 138,432 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,864,177 | 115,578 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,234,235 | 107,561 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $5,086,788 | 103,348 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,223,616 | 103,368 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,302,314 | 100,804 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,494,272 | 120,232 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,412,370 | 82,644 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,185,182 | 79,194 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,236,225 | 82,620 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,504,675 | 72,321 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,384,317 | 70,536 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,408,025 | 73,433 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,231,033 | 71,341 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,614,876 | 66,928 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,784,754 | 59,137 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $347,853 | 14,796 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,809,472 | 187,870 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,135,400 | 39,561 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||