Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,351,851
-$82,463 QoQ
Shares Held
28,459
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#952
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $65,014,157 across 8 Banks - Diversified names. WFC ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
98,167 | $32,133,004 | |
| 2 | C |
Citigroup Inc
|
133,194 | $18,641,832 | |
| 3 | BAC |
Bank Of America Corp /De/
|
158,765 | $9,046,429 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
28,459 | $2,351,851 | |
| 5 | RY |
Royal Bank Of Canada
|
8,976 | $1,857,762 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,937 | $424,719 | |
| 7 | BCS |
Barclays PLC
|
12,650 | $339,779 | |
| 8 | ING |
Ing Groep NV
|
6,972 | $218,781 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,351,851 | 28,459 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,434,314 | 30,578 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,807,556 | 30,124 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,126,597 | 25,371 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,633,085 | 20,383 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,502,205 | 20,925 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,611,516 | 22,943 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,280,741 | 22,672 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,594,351 | 77,359 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,769,760 | 82,294 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,774,386 | 76,684 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,313,950 | 81,105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,337,739 | 101,634 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,733,776 | 99,887 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,153,319 | 100,589 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,252,219 | 105,724 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,919,702 | 100,069 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,202,693 | 86,725 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,015,110 | 83,683 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,180,291 | 68,526 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,408,434 | 75,258 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,381,629 | 60,958 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $909,564 | 30,138 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,154,129 | 49,091 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,987,520 | 116,700 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,568,110 | 54,638 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||