Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$500,715
-$9,266 QoQ
Shares Held
6,059
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,808
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, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. WFC ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,423 | $135,313 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,715 | 6,059 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $509,981 | 6,406 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $591,354 | 6,345 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $668,799 | 7,979 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $869,782 | 10,856 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $762,122 | 10,616 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $777,556 | 11,070 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $635,851 | 11,256 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $864,837 | 14,562 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $945,791 | 16,318 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $801,498 | 16,284 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $677,581 | 16,583 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $702,683 | 16,464 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $614,340 | 16,435 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $680,789 | 16,488 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $423,757 | 10,536 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $494,168 | 12,616 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $668,844 | 13,802 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $654,831 | 13,648 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $626,117 | 13,491 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $603,987 | 13,336 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $589,644 | 15,092 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $410,206 | 13,592 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $319,547 | 13,592 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $188,211 | 7,352 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $130,384 | 4,543 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||