Position in WFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$717,976
+$44,635 QoQ
Shares Held
8,688
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,565
of 2,858 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)
Derivatives in WFC
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$352
PutShares
35,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $22,182,941 across 7 Banks - Diversified names. WFC ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
45,668 | $14,948,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
77,971 | $4,442,787 | |
| 3 | C |
Citigroup Inc
|
7,710 | $1,079,091 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
8,688 | $717,976 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,338 | $482,708 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
11,407 | $268,977 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,212 | $242,896 |
All Filings in WFC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,976 | 8,688 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $673,341 | 8,458 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $760,325 | 8,158 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $684,055 | 8,161 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,128,009 | 14,079 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $962,991 | 13,414 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $741,172 | 10,552 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $596,082 | 10,552 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $626,683 | 10,552 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $352 | 35,200 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $611,593 | 10,552 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $519,369 | 10,552 | Shares | Sole | 2024-02-15 | |
| 2023-12-31 | $1,732,544 | 35,200 | Put | Sole | 2024-02-15 | |
| 2023-09-30 | $427,518 | 10,463 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $446,560 | 10,463 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $394,844 | 10,563 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $436,146 | 10,563 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $416,799 | 10,363 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $412,381 | 10,528 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $502,190 | 10,363 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $999,999 | 20,842 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $484,798 | 10,446 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $473,099 | 10,446 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $406,171 | 10,396 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $313,751 | 10,396 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $255,530 | 10,869 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $318,899 | 12,457 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $354,416 | 12,349 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||