Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,675,856
-$260,498 QoQ
Shares Held
20,279
-16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,078
of 2,858 holders
Holding Since
Mar 2020
18 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, 2026One Wealth Advisors, LLC holds $7,396,679 across 6 Banks - Diversified names. WFC ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,131 | $2,661,520 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
20,279 | $1,675,856 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,866 | $961,024 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,507 | $939,925 | |
| 5 | C |
Citigroup Inc
|
5,063 | $708,617 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,110 | $449,737 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,675,856 | 20,279 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,936,354 | 24,323 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,411,084 | 25,870 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,648,795 | 31,601 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,618,962 | 32,688 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,376,392 | 33,102 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,947,614 | 27,728 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,424,282 | 25,213 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,477,860 | 24,884 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,077,244 | 18,586 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $645,028 | 13,105 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,122,383 | 27,469 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,452,016 | 34,021 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $617,741 | 16,526 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $593,461 | 14,373 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $570,762 | 14,191 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $443,247 | 11,316 | Shares | Sole | 2022-08-15 | |
| 2020-03-31 | $201,646 | 7,026 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||