Position in WFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,653,487
+$778,592 QoQ
Shares Held
32,109
+36.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#889
of 2,858 holders
Holding Since
Dec 2020
23 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, 2026Pure Financial Advisors, LLC holds $29,047,469 across 18 Banks - Diversified names. WFC ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
48,966 | $16,028,040 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
32,109 | $2,653,487 | |
| 3 | BAC |
Bank Of America Corp /De/
|
40,195 | $2,290,311 | |
| 4 | C |
Citigroup Inc
|
10,242 | $1,433,470 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,960 | $851,037 | |
| 6 | TD |
Toronto Dominion Bank
|
5,962 | $723,965 | |
| 7 | BCS |
Barclays PLC
|
24,663 | $662,448 | |
| 8 | RY |
Royal Bank Of Canada
|
2,952 | $610,975 |
All Filings in WFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,653,487 | 32,109 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,874,895 | 23,551 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,145,091 | 23,016 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,847,308 | 22,039 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,681,959 | 20,993 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,450,660 | 20,207 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,256,593 | 17,890 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $996,201 | 17,635 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $998,939 | 16,820 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $934,025 | 16,115 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $856,083 | 17,393 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $620,826 | 15,194 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $630,810 | 14,780 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $631,011 | 16,881 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $609,853 | 14,770 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $625,300 | 15,547 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $580,577 | 14,822 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $680,426 | 14,041 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $656,318 | 13,679 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $614,978 | 13,251 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $595,654 | 13,152 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $511,113 | 13,082 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $393,698 | 13,045 | Shares | Sole | 2021-01-12 | |
| No filing history on record for this holder in this stock. | ||||||