Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,292,020
+$289,431 QoQ
Shares Held
27,735
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#963
of 2,853 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $144,554,679 across 9 Banks - Diversified names. WFC ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
301,725 | $98,763,643 | |
| 2 | C |
Citigroup Inc
|
202,160 | $28,294,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
207,329 | $11,813,605 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
27,735 | $2,292,020 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,250 | $1,337,642 | |
| 6 | RY |
Royal Bank Of Canada
|
5,198 | $1,075,830 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,532 | $489,471 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,531 | $335,762 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,020 | 27,735 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,002,589 | 25,155 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,354,920 | 35,997 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,831,439 | 33,780 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,624,651 | 32,759 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,266,123 | 31,566 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,014,834 | 28,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,574,489 | 27,872 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,414,907 | 23,824 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,248,052 | 21,533 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $811,637 | 16,490 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $656,007 | 16,055 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $206,229 | 4,832 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $4,225,452 | 102,336 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $262,515 | 6,527 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $218,842 | 5,587 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $345,664 | 7,133 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $295,604 | 6,161 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $281,707 | 6,070 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $288,950 | 6,380 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $246,453 | 6,308 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $231,239 | 7,662 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $802,790 | 31,359 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $288,808 | 10,063 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||