EverSource Wealth Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1710537
BIRMINGHAM, AL
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,348,953
-$154,850 QoQ
Shares Held
28,424
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#953
of 2,859 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. WFC ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,348,953 | 28,424 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,503,803 | 31,451 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,495,611 | 26,777 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,892,485 | 22,578 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,869,676 | 23,336 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,687,995 | 23,513 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,515,214 | 21,572 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,170,301 | 20,717 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,258,945 | 21,198 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,061,940 | 18,322 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $921,247 | 18,717 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $735,232 | 17,994 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $786,760 | 18,434 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $707,040 | 18,915 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $746,438 | 18,078 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $591,273 | 14,701 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $582,219 | 14,864 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $604,973 | 12,484 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $603,874 | 12,586 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||