Steward Partners Investment Advisory, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1723397
STAMFORD, CT
Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,480,329
+$10,581,290 QoQ
Shares Held
393,034
+42.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#306
of 2,853 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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. WFC ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,480,329 | 393,034 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,899,039 | 275,079 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,944,012 | 256,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,213,665 | 181,504 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,914,703 | 161,192 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,193,137 | 155,915 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,909,950 | 141,087 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,098,702 | 125,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,066,044 | 118,977 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,033,619 | 121,353 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,626,526 | 53,363 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,168,440 | 53,070 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,113,727 | 49,525 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,691,856 | 45,261 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,089,480 | 50,605 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,046,313 | 50,878 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,943,027 | 49,605 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,470,781 | 50,986 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,405,717 | 50,140 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,097,824 | 45,202 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,108,249 | 46,550 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,254,690 | 57,709 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,351,913 | 44,795 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,101,584 | 46,856 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,076,147 | 42,037 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,627,376 | 56,703 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||