Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,030,851
-$383,341 QoQ
Shares Held
12,474
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,333
of 2,858 holders
Holding Since
Mar 2020
20 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, 2026Advisory Alpha, LLC holds $13,063,860 across 6 Banks - Diversified names. WFC ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,476 | $6,702,409 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
15,745 | $2,276,884 | |
| 3 | BAC |
Bank Of America Corp /De/
|
37,478 | $2,135,496 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
12,474 | $1,030,851 | |
| 5 | C |
Citigroup Inc
|
4,860 | $680,205 | |
| 6 | RY |
Royal Bank Of Canada
|
1,150 | $238,015 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,851 | 12,474 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,414,192 | 17,764 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,409,277 | 15,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,136,515 | 13,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $725,005 | 9,049 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $573,314 | 7,986 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $440,615 | 6,273 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $331,483 | 5,868 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $326,051 | 5,490 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $302,551 | 5,220 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $252,547 | 5,131 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $213,534 | 5,226 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $235,807 | 5,525 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $215,682 | 5,770 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $229,985 | 5,570 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $220,325 | 5,478 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $237,487 | 6,063 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $260,714 | 5,380 | Shares | Sole | 2022-05-02 | |
| 2020-09-30 | $8,440 | 359 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $81,020 | 2,823 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||