Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,322,623
+$1,723,816 QoQ
Shares Held
40,206
+100.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#810
of 2,859 holders
Holding Since
Mar 2020
21 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, 2026AlphaCore Capital LLC holds $62,575,044 across 9 Banks - Diversified names. WFC ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
130,321 | $42,657,972 | |
| 2 | BAC |
Bank Of America Corp /De/
|
131,039 | $7,466,602 | |
| 3 | C |
Citigroup Inc
|
50,752 | $7,103,249 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
40,206 | $3,322,623 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,951 | $860,574 | |
| 6 | RY |
Royal Bank Of Canada
|
1,872 | $387,447 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,763 | $311,522 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,245 | $237,981 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,322,623 | 40,206 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,598,807 | 20,083 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,089,544 | 22,420 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,551,508 | 18,510 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,135,060 | 14,167 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $774,111 | 10,783 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $543,868 | 7,743 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $433,673 | 7,677 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $460,450 | 7,753 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $453,768 | 7,829 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $371,807 | 7,554 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $308,166 | 7,542 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $338,367 | 7,928 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $216,804 | 5,800 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $208,927 | 5,060 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $203,674 | 5,064 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $172,739 | 4,410 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $218,554 | 4,510 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $4,984 | 212 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,427 | 212 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,954 | 312 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||