Ausdal Financial Partners, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1667146
Davenport, IA
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$746,734
-$365,178 QoQ
Shares Held
9,036
-35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,543
of 2,859 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, 2026Ausdal Financial Partners, Inc. holds $18,717,774 across 8 Banks - Diversified names. WFC ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,524 | $9,664,090 | |
| 2 | C |
Citigroup Inc
|
18,718 | $2,619,770 | |
| 3 | BAC |
Bank Of America Corp /De/
|
35,857 | $2,043,130 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,835 | $1,566,849 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,842 | $1,562,380 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
9,036 | $746,734 | |
| 7 | UBS |
UBS Group AG
|
5,211 | $258,256 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,231 | $256,565 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,734 | 9,036 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,111,912 | 13,967 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,356,805 | 14,558 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,188,986 | 14,185 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $687,589 | 8,582 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $863,418 | 12,027 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $666,858 | 9,494 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $378,991 | 6,709 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $383,540 | 6,458 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $395,577 | 6,825 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $340,799 | 6,924 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $286,020 | 7,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $298,119 | 6,985 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $260,463 | 6,968 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $294,438 | 7,131 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $315,847 | 7,853 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $325,189 | 8,302 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $403,720 | 8,331 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $477,544 | 9,953 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $498,350 | 10,738 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $500,454 | 11,050 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $651,570 | 16,677 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $508,442 | 16,847 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $483,412 | 20,562 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $390,348 | 15,248 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $374,133 | 13,036 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||