Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$605,751
-$21,894 QoQ
Shares Held
7,330
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,675
of 2,858 holders
Holding Since
Dec 2021
12 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, 2026Annex Advisory Services, LLC holds $64,421,408 across 5 Banks - Diversified names. WFC ranks #5 (0.9% of the industry book) .
All Filings in WFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,751 | 7,330 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $627,645 | 7,884 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $690,984 | 7,414 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $504,847 | 6,023 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $481,360 | 6,008 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $431,314 | 6,008 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $351,270 | 5,001 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $256,803 | 4,546 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $269,986 | 4,546 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $298,030 | 5,142 | Shares | Sole | 2024-04-12 | |
| 2022-03-31 | $233,383 | 4,816 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $725,649 | 15,124 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||