Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$674,755
+$132,611 QoQ
Shares Held
8,165
+19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,604
of 2,858 holders
Holding Since
Jun 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, 2026Stratos Wealth Advisors, LLC holds $22,446,410 across 5 Banks - Diversified names. WFC ranks #3 (3.0% of the industry book) .
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,755 | 8,165 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $542,144 | 6,810 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $826,218 | 8,865 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $783,800 | 9,351 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $732,216 | 9,139 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $650,058 | 9,055 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $508,045 | 7,233 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $421,584 | 7,463 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $437,407 | 7,365 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $449,132 | 7,749 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $401,093 | 8,149 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $859,244 | 21,029 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $811,773 | 19,020 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $703,342 | 18,816 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $798,631 | 19,342 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $845,947 | 21,033 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $886,730 | 22,638 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,126,113 | 23,238 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,343,775 | 28,007 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,247,036 | 26,870 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,663,320 | 36,726 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,431,915 | 36,650 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $374,624 | 12,413 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $291,829 | 12,413 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $356,224 | 13,915 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||