Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$390,143
+$14,384 QoQ
Shares Held
4,721
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,979
of 2,858 holders
Holding Since
Mar 2021
22 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, 2026Successful Portfolios LLC holds $3,429,860 across 6 Banks - Diversified names. WFC ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,952 | $966,278 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
44,032 | $875,796 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,359 | $476,295 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
4,721 | $390,143 | |
| 5 | TD |
Toronto Dominion Bank
|
3,014 | $365,990 | |
| 6 | C |
Citigroup Inc
|
2,539 | $355,358 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,143 | 4,721 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $375,759 | 4,720 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $445,402 | 4,779 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $395,462 | 4,718 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $388,181 | 4,845 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $347,750 | 4,844 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $341,928 | 4,868 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $277,761 | 4,917 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $291,901 | 4,915 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $363,061 | 6,264 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $355,269 | 7,218 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $221,747 | 5,427 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $233,587 | 5,473 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $251,903 | 6,739 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $283,786 | 6,873 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $283,028 | 7,037 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $269,881 | 6,890 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $386,759 | 7,981 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $394,587 | 8,224 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $382,000 | 8,231 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $344,928 | 7,616 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $307,715 | 7,876 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||