Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,976,108
+$1,418,492 QoQ
Shares Held
108,617
+14.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#527
of 2,858 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, 2026Stratos Wealth Partners, LTD. holds $114,157,822 across 10 Banks - Diversified names. WFC ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
236,030 | $77,259,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
282,468 | $16,095,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
108,617 | $8,976,108 | |
| 4 | C |
Citigroup Inc
|
36,501 | $5,108,679 | |
| 5 | TD |
Toronto Dominion Bank
|
21,257 | $2,581,237 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
17,297 | $2,501,319 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,693 | $884,695 | |
| 8 | SAN |
Banco Santander, S.A.
|
22,980 | $317,124 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,976,108 | 108,617 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,557,616 | 94,933 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,385,182 | 111,429 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,575,680 | 114,241 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,155,312 | 114,270 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,104,516 | 112,892 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,371,674 | 76,476 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,465,125 | 96,745 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,370,518 | 90,428 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,083,439 | 87,706 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,629,534 | 94,058 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,129,876 | 76,600 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,113,634 | 72,953 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,186,169 | 58,485 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,068,099 | 122,744 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,847,043 | 95,650 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,261,275 | 134,319 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,891,552 | 100,940 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,610,303 | 75,246 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,248,607 | 69,998 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,008,071 | 66,418 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,491,650 | 63,774 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,914,347 | 63,431 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,958,947 | 83,324 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,307,212 | 129,188 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,139,097 | 74,533 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||