Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,599,385
-$236,463 QoQ
Shares Held
43,555
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#785
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Parallel Advisors, LLC holds $73,221,304 across 19 Banks - Diversified names. WFC ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
136,858 | $44,797,729 | |
| 2 | BAC |
Bank Of America Corp /De/
|
110,965 | $6,322,785 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
43,555 | $3,599,385 | |
| 4 | C |
Citigroup Inc
|
23,129 | $3,237,134 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
16,661 | $2,409,347 | |
| 6 | RY |
Royal Bank Of Canada
|
7,496 | $1,551,447 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
16,074 | $1,528,476 | |
| 8 | SAN |
Banco Santander, S.A.
|
104,112 | $1,436,745 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,599,385 | 43,555 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,835,848 | 48,183 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,956,433 | 42,451 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,542,987 | 42,269 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,258,320 | 40,668 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,863,128 | 39,882 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,614,824 | 37,227 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,852,759 | 32,798 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,888,423 | 31,797 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,854,314 | 31,993 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,473,351 | 29,934 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,512,065 | 37,006 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,337,847 | 31,346 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $1,181,094 | 31,597 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $1,378,177 | 33,378 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,381,436 | 34,347 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,093,469 | 27,916 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,454,720 | 30,019 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,453,314 | 30,290 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,342,037 | 28,917 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,116,851 | 24,660 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $791,480 | 20,258 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $523,019 | 17,330 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $554,836 | 23,600 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $682,982 | 26,679 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $698,586 | 24,341 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||