Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,421,765
+$94,606 QoQ
Shares Held
29,305
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#935
of 2,853 holders
Holding Since
Mar 2020
25 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, 2026Dynamic Advisor Solutions LLC holds $51,258,117 across 12 Banks - Diversified names. WFC ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,651 | $26,726,821 | |
| 2 | ING |
Ing Groep NV
|
210,374 | $6,601,536 | |
| 3 | BAC |
Bank Of America Corp /De/
|
101,158 | $5,763,982 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,035 | $4,198,751 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
29,305 | $2,421,765 | |
| 6 | BNS |
Bank Of Nova Scotia
|
15,784 | $1,370,682 | |
| 7 | C |
Citigroup Inc
|
9,786 | $1,369,648 | |
| 8 | RY |
Royal Bank Of Canada
|
4,953 | $1,025,122 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,421,765 | 29,305 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,327,159 | 29,232 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,719,016 | 29,174 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,509,319 | 29,937 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,138,002 | 26,685 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,252,411 | 31,375 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $2,016,918 | 35,704 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,003,759 | 33,739 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,807,250 | 31,181 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,146,287 | 43,606 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,783,212 | 43,642 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,896,485 | 44,435 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,125,997 | 30,123 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $739,091 | 17,900 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $719,053 | 17,878 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $704,942 | 17,997 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $827,454 | 17,075 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $654,687 | 13,645 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $575,530 | 12,401 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $586,279 | 12,945 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $639,067 | 16,357 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $435,859 | 14,442 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $365,063 | 15,528 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $302,464 | 11,815 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $398,930 | 13,900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||