Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$24,936,785
+$1,140,162 QoQ
Shares Held
301,752
+0.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#43
of 1,077 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, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. WFC ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,936,785 | 301,752 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $23,796,623 | 298,915 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $27,866,986 | 299,002 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $24,183,243 | 288,514 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $24,136,550 | 301,255 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,649,853 | 301,572 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $19,997,538 | 284,703 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $8,003,051 | 141,672 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,809,037 | 64,136 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,202,463 | 55,253 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,058,730 | 82,461 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,265,720 | 30,977 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,353,340 | 31,709 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,064,769 | 28,485 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,419,343 | 34,375 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,030,677 | 25,626 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,074,433 | 27,430 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,363,228 | 28,131 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,008,347 | 21,016 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $348,956 | 7,519 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $782,611 | 17,280 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $487,007 | 12,465 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $359,594 | 11,915 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $257,505 | 10,953 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $402,278 | 15,714 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $338,631 | 11,799 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||