Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,767,778
+$321,522 QoQ
Shares Held
33,492
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#873
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, 2026Mutual Advisors, LLC holds $46,353,491 across 10 Banks - Diversified names. WFC ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,030 | $32,415,489 | |
| 2 | BAC |
Bank Of America Corp /De/
|
100,425 | $5,722,216 | |
| 3 | C |
Citigroup Inc
|
23,185 | $3,244,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
33,492 | $2,767,778 | |
| 5 | ING |
Ing Groep NV
|
16,520 | $518,397 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,559 | $514,666 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,859 | $328,785 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,549 | $308,195 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,767,778 | 33,492 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,446,256 | 30,728 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,805,040 | 30,097 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,492,974 | 29,742 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,837,952 | 22,940 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,624,176 | 22,624 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,699,667 | 24,198 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,072,236 | 18,981 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,205,854 | 20,304 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,184,180 | 20,431 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $828,717 | 16,837 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $712,148 | 17,429 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $864,141 | 20,247 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $742,516 | 19,864 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,094,928 | 26,518 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,320,663 | 32,836 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $837,141 | 21,372 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $812,141 | 16,759 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $889,549 | 18,540 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $895,620 | 19,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $925,546 | 20,436 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $892,554 | 22,845 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $560,804 | 18,582 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $546,842 | 23,260 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $826,496 | 32,285 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $732,165 | 25,511 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||