Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,037,595
+$1,031,241 QoQ
Shares Held
73,059
+16.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#631
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, 2026IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. WFC ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,542 | $23,090,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
172,020 | $9,801,699 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
73,059 | $6,037,595 | |
| 4 | C |
Citigroup Inc
|
28,259 | $3,955,129 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,080 | $734,618 | |
| 6 | BCS |
Barclays PLC
|
9,196 | $247,004 | |
| 7 | RY |
Royal Bank Of Canada
|
1,146 | $237,187 | |
| 8 | UBS |
UBS Group AG
|
3,040 | $150,662 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,037,595 | 73,059 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,006,354 | 62,886 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,467,018 | 58,659 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,617,727 | 55,091 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,211,209 | 40,080 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,875,620 | 40,056 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,433,190 | 48,878 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,282,647 | 40,408 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,195,707 | 36,971 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,581,190 | 44,534 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,217,114 | 45,045 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,631,458 | 39,928 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,807,540 | 42,351 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,585,921 | 42,427 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,948 | 60,767 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,690,275 | 66,889 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,269 | 109 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,058,504 | 63,114 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,866,661 | 59,747 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,346,025 | 50,550 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,851,908 | 40,890 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,623,553 | 41,555 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,160,934 | 38,467 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $930,948 | 39,598 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,083,084 | 42,308 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $498,633 | 17,374 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||