Pacific Center for Financial Services
Position in WFC — Wells Fargo & Company/Mn
CIK 1698222
SAN RAMON, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$896,478
+$33,108 QoQ
Shares Held
10,848
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,431
of 2,858 holders
Holding Since
Mar 2020
25 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, 2026Pacific Center for Financial Services holds $2,832,848 across 6 Banks - Diversified names. WFC ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,126 | $1,023,233 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
10,848 | $896,478 | |
| 3 | C |
Citigroup Inc
|
3,289 | $460,328 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,394 | $307,350 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | RY |
Royal Bank Of Canada
|
60 | $12,418 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,478 | 10,848 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $863,370 | 10,845 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,088,110 | 11,675 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $978,598 | 11,675 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,123,362 | 14,021 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,034,493 | 14,410 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,054,653 | 15,015 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $850,400 | 15,054 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $896,848 | 15,101 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $874,906 | 15,095 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,074,029 | 21,821 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $892,055 | 21,832 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $986,206 | 23,107 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $873,196 | 23,360 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $952,892 | 23,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $605,568 | 15,460 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $747,737 | 15,430 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $768,639 | 16,020 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $741,399 | 15,975 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $685,554 | 15,137 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $599,841 | 15,353 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $565,633 | 18,742 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $441,047 | 18,760 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $480,588 | 18,773 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $342,735 | 11,942 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||