Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$417,827
-$572,999 QoQ
Shares Held
5,056
-59.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,930
of 2,858 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Archford Capital Strategies, LLC holds $13,369,884 across 8 Banks - Diversified names. WFC ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,153 | $7,251,341 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
25,258 | $3,652,559 | |
| 3 | SAN |
Banco Santander, S.A.
|
40,444 | $558,127 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,688 | $495,042 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,366 | $460,251 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
5,056 | $417,827 | |
| 7 | C |
Citigroup Inc
|
2,266 | $317,149 | |
| 8 | ING |
Ing Groep NV
|
6,934 | $217,588 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,827 | 5,056 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $990,826 | 12,446 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,363,702 | 14,632 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,402,643 | 16,734 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,082,479 | 25,992 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,337,519 | 18,631 | Shares | Sole | 2025-04-23 | |
| 2023-09-30 | $959,392 | 23,480 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,051,080 | 24,627 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,096,093 | 29,323 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,144,476 | 27,718 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,124,872 | 27,968 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,045,173 | 26,683 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,009,906 | 20,840 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $814,604 | 16,978 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $784,421 | 16,902 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $711,460 | 15,709 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $769,913 | 19,706 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,633,130 | 54,113 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,248,286 | 53,096 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,306,880 | 51,050 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,422,343 | 49,559 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||