Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,476,608
-$94,279 QoQ
Shares Held
54,170
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#713
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. WFC ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,109 | $236,104 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,476,608 | 54,170 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,570,887 | 57,416 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,888,992 | 52,457 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $4,331,817 | 51,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,153,020 | 51,835 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,610,678 | 50,295 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,948,541 | 56,215 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $3,531,019 | 62,507 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $3,409,222 | 57,404 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,458,066 | 59,663 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $2,461,492 | 50,010 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $2,063,347 | 50,498 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $2,127,213 | 49,841 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $1,806,798 | 48,336 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,026,347 | 49,076 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,978,702 | 49,197 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $2,175,423 | 55,538 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $2,679,643 | 55,296 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,956,622 | 61,622 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $2,864,378 | 61,719 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $2,920,661 | 64,488 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $2,299,542 | 58,857 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,711,085 | 56,696 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $1,378,132 | 58,619 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $1,600,102 | 62,504 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $1,834,073 | 63,905 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||