Sowell Financial Services LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1633697
NORTH LITTLE ROCK, AR
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,535,968
+$317,430 QoQ
Shares Held
103,291
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#537
of 2,853 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, 2026Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. WFC ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,498 | $23,076,110 | |
| 2 | BAC |
Bank Of America Corp /De/
|
226,850 | $12,925,913 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
103,291 | $8,535,968 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
32,650 | $3,104,688 | |
| 5 | C |
Citigroup Inc
|
12,167 | $1,702,893 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,080 | $1,313,058 | |
| 7 | TD |
Toronto Dominion Bank
|
4,189 | $508,670 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,896 | $423,413 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,535,968 | 103,291 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,218,538 | 103,235 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,889,918 | 106,115 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,081,813 | 108,349 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,852,699 | 110,493 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,982,258 | 111,189 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,863,016 | 111,945 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,901,835 | 122,178 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $7,589,091 | 127,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,887,718 | 136,089 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,791,720 | 137,987 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,652,932 | 113,875 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,271,406 | 123,510 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,668,286 | 98,135 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,276,823 | 152,018 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,005,942 | 124,464 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,656,960 | 118,891 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,109,394 | 22,893 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,639,522 | 75,855 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,672,558 | 100,680 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,851,872 | 107,129 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,602,670 | 194,591 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,555,594 | 184,082 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,160,447 | 176,965 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,961,561 | 193,811 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,201,163 | 146,382 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||