Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,089,165
-$10,131 QoQ
Shares Held
37,381
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#832
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026Capital Investment Advisors, LLC holds $135,792,528 across 8 Banks - Diversified names. WFC ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,686 | $77,147,098 | |
| 2 | BAC |
Bank Of America Corp /De/
|
482,584 | $27,497,636 | |
| 3 | C |
Citigroup Inc
|
189,191 | $26,479,172 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
37,381 | $3,089,165 | |
| 5 | RY |
Royal Bank Of Canada
|
2,554 | $528,601 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,864 | $414,163 | |
| 7 | TD |
Toronto Dominion Bank
|
3,252 | $394,890 | |
| 8 | UBS |
UBS Group AG
|
4,879 | $241,803 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,089,165 | 37,381 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,099,296 | 38,931 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,780,937 | 40,568 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,270,740 | 39,021 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,394,043 | 42,362 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,227,319 | 44,955 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,305,353 | 47,058 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,782,414 | 49,255 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,085,429 | 51,952 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,273,928 | 56,486 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,784,080 | 56,564 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,327,426 | 56,961 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,522,302 | 59,098 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,286,048 | 61,157 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,610,973 | 63,235 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,510,773 | 62,426 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,435,943 | 62,189 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,012,564 | 62,166 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $3,001,628 | 62,560 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,870,504 | 61,851 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,774,873 | 61,269 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,396,710 | 61,344 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,731,909 | 57,386 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,761,719 | 117,470 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,161,164 | 123,483 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,501,830 | 122,015 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||