Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,905,502
+$307,876 QoQ
Shares Held
168,266
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#448
of 2,859 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. WFC ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
462,140 | $151,272,286 | |
| 2 | BAC |
Bank Of America Corp /De/
|
602,391 | $34,324,239 | |
| 3 | C |
Citigroup Inc
|
150,991 | $21,132,700 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
168,266 | $13,905,502 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,696 | $3,860,508 | |
| 6 | RY |
Royal Bank Of Canada
|
12,946 | $2,679,433 | |
| 7 | ING |
Ing Groep NV
|
49,158 | $1,542,578 | |
| 8 | UBS |
UBS Group AG
|
17,093 | $847,129 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,905,502 | 168,266 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,597,626 | 170,803 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,441,655 | 165,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,003,918 | 155,141 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,115,586 | 151,218 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,770,151 | 150,023 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,798,305 | 68,313 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,062,322 | 54,210 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,268,765 | 55,039 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,861,137 | 49,364 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,810,114 | 36,776 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $656,660 | 16,071 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $673,490 | 15,780 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $561,185 | 15,013 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $415,706 | 10,068 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $425,165 | 10,571 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $603,061 | 15,396 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $712,894 | 14,711 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $712,118 | 14,842 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $638,601 | 13,760 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $621,741 | 13,728 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $479,271 | 12,267 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||