Wealthcare Advisory Partners LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1683059
WEST CHESTER, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,467,686
+$5,410 QoQ
Shares Held
17,760
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,150
of 2,859 holders
Holding Since
Mar 2020
25 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, 2026Wealthcare Advisory Partners LLC holds $28,146,108 across 6 Banks - Diversified names. WFC ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
61,535 | $20,142,251 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,900 | $3,925,922 | |
| 3 | C |
Citigroup Inc
|
12,568 | $1,759,017 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
17,760 | $1,467,686 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,395 | $490,950 | |
| 6 | TD |
Toronto Dominion Bank
|
2,967 | $360,282 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,686 | 17,760 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,462,276 | 18,368 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,435,000 | 15,397 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,208,265 | 14,415 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,026,817 | 12,816 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $854,588 | 11,904 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $854,048 | 12,159 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $669,293 | 11,848 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $765,655 | 12,892 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $777,475 | 13,414 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $640,992 | 13,023 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $503,272 | 12,317 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $580,490 | 13,601 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $515,731 | 13,797 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $563,691 | 13,652 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $444,350 | 11,048 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $414,888 | 10,592 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $467,542 | 9,648 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $413,731 | 8,623 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $344,362 | 7,420 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $308,787 | 6,818 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $339,283 | 8,684 | Shares | Sole | 2021-04-30 | |
| 2020-09-30 | $404,771 | 17,217 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $446,515 | 17,442 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $374,994 | 13,066 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||