Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,179,438
-$81,982 QoQ
Shares Held
14,272
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,261
of 2,853 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. WFC ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,179,438 | 14,272 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,261,420 | 15,845 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,495,580 | 16,047 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,381,605 | 16,483 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,142,751 | 14,263 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $857,962 | 11,951 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $819,981 | 11,674 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $958,352 | 16,965 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,023,170 | 17,228 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,025,718 | 17,697 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,003,497 | 20,388 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $683,587 | 16,730 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $668,710 | 15,668 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $503,209 | 13,462 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $457,575 | 11,082 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $397,896 | 9,893 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $415,515 | 10,608 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $374,111 | 7,720 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $202,859 | 4,228 | Shares | Defined | 2022-02-11 | |
| 2020-06-30 | $210,764 | 8,233 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $364,231 | 12,691 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||