Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$284,942
-$32,303 QoQ
Shares Held
3,448
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,235
of 2,858 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 3%
Shared 17%
None 81%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $17,640,840 across 4 Banks - Diversified names. WFC ranks #3 (1.6% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,942 | 3,448 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $317,245 | 3,985 | Shares | Sole | 2026-05-08 | |
| 2022-12-31 | $3,751,279 | 90,852 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,645,621 | 90,642 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,280,821 | 134,818 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,085,703 | 125,582 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,006,857 | 83,511 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,305,784 | 71,230 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,268,126 | 72,160 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,498,682 | 63,954 | Shares | Sole | 2021-04-08 | |
| 2020-06-30 | $4,193,254 | 163,799 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||