Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$59,686,618
+$8,564,137 QoQ
Shares Held
722,249
+12.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#223
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, 2026AE Wealth Management LLC holds $411,113,329 across 13 Banks - Diversified names. WFC ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
504,021 | $164,981,152 | |
| 2 | C |
Citigroup Inc
|
550,024 | $76,981,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,295,213 | $73,801,192 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
722,249 | $59,686,618 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
208,669 | $30,175,588 | |
| 6 | TD |
Toronto Dominion Bank
|
15,172 | $1,842,333 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
15,819 | $1,504,225 | |
| 8 | ING |
Ing Groep NV
|
19,446 | $610,211 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,686,618 | 722,249 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $51,122,481 | 642,162 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $56,942,568 | 610,972 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $41,043,440 | 489,662 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $33,887,612 | 422,961 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $26,827,618 | 373,696 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $24,850,895 | 353,800 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,641,926 | 312,302 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,580,867 | 93,970 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,679,044 | 80,729 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $17,984,348 | 365,387 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $14,125,587 | 345,707 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $13,361,271 | 313,057 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $14,964,597 | 400,337 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $19,659,696 | 476,137 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $15,456,546 | 384,300 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,950,296 | 305,088 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $14,343,578 | 295,988 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,524,796 | 240,200 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,838,595 | 211,993 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,275,074 | 204,793 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,351,056 | 213,746 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,962,465 | 230,698 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,381,321 | 228,895 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,573,324 | 217,708 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,452,156 | 85,441 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||