Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,591,369
+$1,634,715 QoQ
Shares Held
43,458
+76.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#786
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026Integrated Advisors Network LLC holds $32,540,352 across 6 Banks - Diversified names. WFC ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,583 | $21,139,953 | |
| 2 | BAC |
Bank Of America Corp /De/
|
114,070 | $6,499,708 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
43,458 | $3,591,369 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,540 | $511,919 | |
| 5 | C |
Citigroup Inc
|
3,225 | $451,371 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,639 | $346,032 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,591,369 | 43,458 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,956,654 | 24,578 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,027,193 | 21,751 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,077,562 | 24,786 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,882,499 | 23,496 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,682,542 | 23,437 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,648,462 | 23,469 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,674,759 | 29,647 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,773,741 | 29,866 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,781,458 | 30,736 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,386,576 | 28,171 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $1,084,179 | 26,534 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,171,566 | 27,450 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,107,681 | 29,633 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,155,624 | 27,988 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,219,510 | 30,321 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,152,381 | 29,420 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,084,098 | 22,371 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $952,882 | 19,860 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $780,709 | 16,822 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $828,308 | 18,289 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $722,795 | 18,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $425,447 | 14,097 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $471,046 | 20,036 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,635,890 | 63,902 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $549,691 | 19,153 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||