Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,170,979
+$57,910 QoQ
Shares Held
38,371
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#818
of 2,853 holders
Holding Since
Jun 2020
25 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, 2026Avestar Capital, LLC holds $21,271,061 across 7 Banks - Diversified names. WFC ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,125 | $10,842,806 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,521 | $3,391,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
38,371 | $3,170,979 | |
| 4 | C |
Citigroup Inc
|
16,751 | $2,344,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,666 | $674,750 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,685 | $445,496 | |
| 7 | SAN |
Banco Santander, S.A.
|
29,062 | $401,055 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,170,979 | 38,371 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,113,069 | 39,104 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,711,410 | 39,822 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,326,229 | 39,683 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,435,625 | 42,881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,000,893 | 41,801 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,799,344 | 39,854 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,149,500 | 38,051 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,189,768 | 36,871 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,840,793 | 49,013 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,779,745 | 36,159 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,421,805 | 34,797 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,479,118 | 34,656 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,297,086 | 34,700 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,690,453 | 40,941 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,621,388 | 40,313 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $979,641 | 25,010 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,034,184 | 21,341 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $934,122 | 19,469 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $631,083 | 13,598 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $615,853 | 13,598 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $531,273 | 13,598 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $446,000 | 14,778 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $253,038 | 10,763 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $288,435 | 11,267 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||