Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$37,435
-$2,688 QoQ
Shares Held
453
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,724
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. WFC ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,236 | $404,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 3 | C |
Citigroup Inc
|
389 | $54,444 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
453 | $37,435 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
339 | $32,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
|
348 | $17,246 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,435 | 453 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,123 | 504 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $38,398 | 412 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $30,259 | 361 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $24,116 | 301 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $28,428 | 396 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $27,815 | 396 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $17,737 | 314 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $18,648 | 314 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $18,199 | 314 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $18,014 | 366 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $14,954 | 366 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $15,620 | 366 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $13,681 | 366 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $15,112 | 366 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $14,720 | 366 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $14,336 | 366 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $17,736 | 366 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $17,560 | 366 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $12,484 | 269 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $12,183 | 269 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $15,471 | 396 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $10,200 | 338 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $7,946 | 338 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $8,652 | 338 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $9,700 | 338 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||