HCR Wealth Advisors

Position in WFC — Wells Fargo & Company/Mn

CIK 1697715 LOS ANGELES, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,138,118

+$201,348 QoQ

Shares Held

13,772

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,288

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $15,316,294 across 4 Banks - Diversified names. WFC ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,113	$10,184,218
2	BAC	Bank Of America Corp /De/	53,993	$3,076,521
3	WFC	Wells Fargo & Company/Mn This page	13,772	$1,138,118
4	C	Citigroup Inc	6,555	$917,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,138,118	13,772	+17.0%	Shares	Sole	2026-07-13
2026-03-31	$936,770	11,767	+0.6%	Shares	Sole	2026-04-21
2025-12-31	$1,089,694	11,692	+3.3%	Shares	Sole	2026-01-27
2025-09-30	$948,842	11,320	0.0%	Shares	Sole	2025-10-03
2025-06-30	$906,958	11,320	-0.7%	Shares	Sole	2025-07-17
2025-03-31	$818,764	11,405	0.0%	Shares	Sole	2025-04-21
2024-12-31	$801,087	11,405	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$643,760	11,396	0.0%	Shares	Sole	2024-10-10
2024-06-30	$676,808	11,396	0.0%	Shares	Sole	2024-08-07
2024-03-31	$660,512	11,396	0.0%	Shares	Sole	2024-05-10
2023-12-31	$560,911	11,396	+11.9%	Shares	Sole	2024-02-09
2023-09-30	$415,995	10,181	0.0%	Shares	Sole	2023-10-20
2023-06-30	$434,525	10,181	-0.4%	Shares	Sole	2023-08-10
2023-03-31	$381,911	10,217	0.0%	Shares	Sole	2023-05-12
2022-12-31	$421,859	10,217	0.0%	Shares	Sole	2023-02-13
2022-09-30	$410,927	10,217	-0.5%	Shares	Sole	2022-11-07
2022-06-30	$402,315	10,271	-3.7%	Shares	Sole	2022-08-12
2022-03-31	$517,116	10,671	+3.9%	Shares	Sole	2022-05-05
2021-12-31	$492,802	10,271	0.0%	Shares	Sole	2022-02-04
2021-09-30	$476,677	10,271	0.0%	Shares	Sole	2021-11-02
2021-06-30	$465,173	10,271	+23.1%	Shares	Sole	2021-07-21
2021-03-31	$325,961	8,343	-44.0%	Shares	Sole	2021-05-13
2020-12-31	$449,531	14,895	-5.1%	Shares	Sole	2021-02-04
2020-09-30	$368,989	15,695	-6.0%	Shares	Sole	2020-11-05
2020-06-30	$427,392	16,695	-6.9%	Shares	Sole	2020-07-30
2020-03-31	$514,820	17,938	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.