WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1632972
PLYMOUTH, MN
Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$114,980,254
+$18,089,153 QoQ
Shares Held
1,391,339
+14.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#152
of 2,873 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$570,216
PutShares
6,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. WFC ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,335,236 | $437,062,799 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,892,296 | $164,803,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,391,339 | $114,980,254 | |
| 4 | C |
Citigroup Inc
|
522,268 | $73,096,629 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
112,489 | $16,267,034 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
44,397 | $7,844,949 | |
| 7 | RY |
Royal Bank Of Canada
|
22,619 | $4,681,454 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48,890 | $4,648,950 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,980,254 | 1,391,339 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $570,216 | 6,900 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $96,891,101 | 1,217,072 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $171,822,494 | 1,843,589 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $153,891,424 | 1,835,975 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $147,475,441 | 1,840,682 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $142,975,025 | 1,991,573 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $191,382,647 | 2,724,696 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $106,516,583 | 1,885,583 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $24,150 | 6,900 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $670 | 200 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $1,206 | 200 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $18,906 | 6,900 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $117,546,172 | 1,979,225 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $58,317,149 | 1,006,162 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $40,417,298 | 821,156 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $32,118,697 | 786,067 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,592,433 | 37,311 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,531,720 | 40,977 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,206,067 | 295,618 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,963,017 | 48,807 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,023,571 | 77,191 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,038,822 | 103,979 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,739,704 | 98,785 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||