Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$569,306
+$60,758 QoQ
Shares Held
6,889
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,729
of 2,858 holders
Holding Since
Mar 2020
8 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $30,912,040 across 7 Banks - Diversified names. WFC ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,193 | $16,102,344 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,061 | $8,517,015 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
17,310 | $3,058,677 | |
| 4 | BAC |
Bank Of America Corp /De/
|
23,899 | $1,361,765 | |
| 5 | RY |
Royal Bank Of Canada
|
5,282 | $1,093,215 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
6,889 | $569,306 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,415 | $209,718 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,306 | 6,889 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $508,548 | 6,388 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $570,197 | 6,118 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $579,950 | 6,919 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $365,667 | 4,564 | Shares | Sole | 2025-07-18 | |
| 2020-09-30 | $225,931 | 9,610 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $327,552 | 12,795 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $279,681 | 9,745 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||