Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,069,278
+$90,235 QoQ
Shares Held
12,939
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,311
of 2,853 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MCF Advisors LLC holds $15,240,793 across 9 Banks - Diversified names. WFC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,017 | $9,170,804 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,618 | $3,681,933 | |
| 3 | C |
Citigroup Inc
|
8,259 | $1,155,929 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
12,939 | $1,069,278 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
689 | $65,517 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
408 | $59,000 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
110 | $19,437 | |
| 8 | RY |
Royal Bank Of Canada
|
90 | $18,627 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,278 | 12,939 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $979,043 | 12,298 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $866,200 | 9,294 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $735,939 | 8,780 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $573,739 | 7,161 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $532,035 | 7,411 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $544,219 | 7,748 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $424,409 | 7,513 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $457,362 | 7,701 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $459,333 | 7,925 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $546,981 | 11,113 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $383,103 | 9,376 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $388,131 | 9,094 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $334,775 | 8,956 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $489,203 | 11,848 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $433,692 | 10,783 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $352,373 | 8,996 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $411,764 | 8,497 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $425,997 | 9,179 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $391,350 | 8,641 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $319,280 | 8,172 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $118,818 | 3,937 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $244,739 | 10,410 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $276,044 | 10,783 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $280,800 | 9,784 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||