Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$487,493
+$486,857 QoQ
Shares Held
5,899
+73637.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,832
of 2,858 holders
Holding Since
Mar 2020
18 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, 2026IFG Advisory, LLC holds $27,806,115 across 15 Banks - Diversified names. WFC ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,108 | $14,110,541 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
58,329 | $8,434,956 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,562 | $2,539,142 | |
| 4 | TD |
Toronto Dominion Bank
|
7,045 | $855,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
4,217 | $745,143 | |
| 6 | WFC |
Wells Fargo & Company/Mn
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|
5,899 | $487,493 | |
| 7 | C |
Citigroup Inc
|
2,382 | $333,384 | |
| 8 | ING |
Ing Groep NV
|
3,268 | $102,549 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,493 | 5,899 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $636 | 8 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $276,897 | 2,971 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $220,904 | 3,145 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $208,518 | 3,511 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $229,265 | 5,611 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $201,366 | 5,387 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $212,271 | 5,141 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $343,599 | 8,543 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $443,796 | 9,158 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $455,138 | 9,486 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $464,517 | 10,009 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $442,211 | 9,764 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $389,019 | 9,957 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $311,185 | 10,311 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $286,657 | 12,193 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $523,289 | 20,441 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $577,501 | 20,122 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||