Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,444,483
+$9,343,416 QoQ
Shares Held
138,486
+424.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#478
of 2,853 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. WFC ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
|
41,789 | $2,071,062 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,444,483 | 138,486 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,101,067 | 26,392 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,854,379 | 41,356 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,346,823 | 87,650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $504,675 | 6,299 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $320,039 | 4,458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $379,928 | 5,409 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $216,921 | 3,840 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $207,805 | 3,499 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $149,710 | 2,583 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $126,938 | 2,579 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $125,440 | 3,070 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $130,643 | 3,061 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $114,121 | 3,053 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $125,769 | 3,046 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $213,246 | 5,302 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $221,192 | 5,647 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $273,362 | 5,641 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $154,543 | 3,221 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $145,959 | 3,145 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $403,488 | 8,909 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $275,694 | 9,135 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $216,903 | 9,226 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $234,035 | 9,142 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $260,682 | 9,083 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||