Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,654,287
-$20,150 QoQ
Shares Held
20,018
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,081
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Dec 31, 2020CallValue
$51,306
CallShares
1,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cypress Wealth Services, LLC holds $9,362,918 across 6 Banks - Diversified names. WFC ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,115 | $5,929,582 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
20,018 | $1,654,287 | |
| 3 | RY |
Royal Bank Of Canada
|
2,496 | $516,597 | |
| 4 | C |
Citigroup Inc
|
3,343 | $467,886 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,176 | $465,868 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,273 | $328,698 |
All Filings in WFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,287 | 20,018 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,674,437 | 21,033 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,967,545 | 21,111 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,440,279 | 17,183 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,308,760 | 16,335 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,261,852 | 17,577 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,124,120 | 16,004 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $893,389 | 15,815 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $938,480 | 15,802 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $903,944 | 15,596 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $802,384 | 16,302 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $669,164 | 16,377 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $698,287 | 16,361 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $528,665 | 14,143 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $551,510 | 13,357 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $555,679 | 13,816 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,786,622 | 45,612 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,103,987 | 43,417 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,004,988 | 41,788 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,190,969 | 47,209 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,195,976 | 48,487 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,954,203 | 50,018 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $51,306 | 1,700 | Call | Sole | 2021-01-22 | |
| 2020-12-31 | $1,596,763 | 52,908 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,250,332 | 53,183 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $1,393,996 | 54,453 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,456,496 | 50,749 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||