Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,726,816
+$76,698 QoQ
Shares Held
45,097
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#771
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $67,594,604 across 16 Banks - Diversified names. WFC ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
130,662 | $42,769,592 | |
| 2 | BAC |
Bank Of America Corp /De/
|
154,571 | $8,807,455 | |
| 3 | C |
Citigroup Inc
|
42,360 | $5,928,705 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
45,097 | $3,726,816 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,317 | $913,501 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,187 | $739,649 | |
| 7 | SAN |
Banco Santander, S.A.
|
47,927 | $661,392 | |
| 8 | UBS |
UBS Group AG
|
12,649 | $626,884 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,726,816 | 45,097 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,650,118 | 45,850 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,336,632 | 57,260 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,586,965 | 54,724 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,174,892 | 52,108 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $3,561,860 | 49,615 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,446,114 | 49,062 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,753,718 | 48,747 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,024,257 | 50,922 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,854,819 | 49,255 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,749,675 | 55,865 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,693,327 | 65,916 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,585,810 | 60,586 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,138,584 | 57,212 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,475,996 | 59,966 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,128,965 | 52,933 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,113,456 | 53,956 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,683,957 | 55,385 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,623,114 | 54,671 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $2,556,402 | 55,083 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,233,295 | 49,311 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,002,064 | 51,243 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,563,776 | 51,815 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,238,906 | 52,697 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,782,144 | 69,615 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,012,013 | 70,105 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||