Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,822,840
+$689,129 QoQ
Shares Held
82,561
+7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#596
of 2,853 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, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. WFC ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
9,265 | $1,637,125 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,822,840 | 82,561 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,133,711 | 77,047 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,082,397 | 86,721 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,035,096 | 83,931 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,426,584 | 80,212 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,881,897 | 81,932 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,406,513 | 76,972 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,596,548 | 63,667 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,739,609 | 62,967 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,625,803 | 62,557 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,415,522 | 69,393 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,884,429 | 70,593 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,583,284 | 83,957 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,225,893 | 86,300 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,715,273 | 89,980 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,395,050 | 84,412 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,406,066 | 86,956 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,415,771 | 91,122 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,674,117 | 55,734 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,779,073 | 81,428 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,647,747 | 80,542 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,251,835 | 83,231 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,935,473 | 64,131 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,642,055 | 69,845 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,864,755 | 72,842 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,849,915 | 64,457 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||