Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,391,516
+$2,255,201 QoQ
Shares Held
65,241
+65.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#652
of 2,853 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $59,874,737 across 10 Banks - Diversified names. WFC ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,563 | $37,499,906 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,359 | $8,225,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
65,241 | $5,391,516 | |
| 4 | C |
Citigroup Inc
|
28,039 | $3,924,338 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,894 | $2,876,871 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
25,541 | $640,057 | |
| 7 | TD |
Toronto Dominion Bank
|
4,522 | $549,106 | |
| 8 | UBS |
UBS Group AG
|
7,919 | $392,465 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,391,516 | 65,241 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,136,315 | 39,396 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,937,922 | 52,982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,773,352 | 68,878 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,968,298 | 74,492 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,308,182 | 143,588 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,658,436 | 23,611 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,192,164 | 21,104 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,287,693 | 21,682 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,253,616 | 21,629 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,008,668 | 40,810 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $627,691 | 15,362 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $438,451 | 10,273 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $354,511 | 9,484 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $650,317 | 15,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $791,127 | 19,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $647,049 | 16,519 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $219,426 | 4,528 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $455,810 | 9,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $510,417 | 10,998 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,033,049 | 26,441 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $572,424 | 18,967 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $367,884 | 15,648 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $566,092 | 22,113 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,055,700 | 36,784 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||