Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$408,489
+$13,544 QoQ
Shares Held
4,943
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,945
of 2,853 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, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. WFC ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,489 | 4,943 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $394,945 | 4,961 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $106,248 | 1,140 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $333,100 | 3,974 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $321,040 | 4,007 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $287,374 | 4,003 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $280,889 | 3,999 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $183,027 | 3,240 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $185,355 | 3,121 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $157,477 | 2,717 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $132,893 | 2,700 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $98,022 | 2,399 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $106,186 | 2,488 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $89,262 | 2,388 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $97,980 | 2,373 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $106,180 | 2,640 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $114,218 | 2,916 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $140,727 | 2,904 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $132,472 | 2,761 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $127,720 | 2,752 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $111,050 | 2,452 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $96,111 | 2,460 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $55,319 | 1,833 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $65,193 | 2,773 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $70,809 | 2,766 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $78,437 | 2,733 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||