Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,213,237
+$275,592 QoQ
Shares Held
14,681
+24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,241
of 2,858 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $8,473,794 across 5 Banks - Diversified names. WFC ranks #4 (14.3% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,237 | 14,681 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $937,645 | 11,778 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,122,873 | 12,048 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,000,055 | 11,931 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $928,510 | 11,589 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $841,809 | 11,726 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $870,975 | 12,400 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $604,894 | 10,708 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $437,347 | 7,364 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $320,750 | 5,534 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||