Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,635,280
+$6,062 QoQ
Shares Held
19,788
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,089
of 2,858 holders
Holding Since
Mar 2020
25 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, 2026LexAurum Advisors, LLC holds $7,055,780 across 5 Banks - Diversified names. WFC ranks #2 (23.2% of the industry book) .
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,635,280 | 19,788 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,629,218 | 20,465 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $1,569,026 | 18,719 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,506,175 | 18,799 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,349,077 | 18,792 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,326,693 | 18,888 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,041,562 | 18,438 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,094,973 | 18,437 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,150,332 | 19,847 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $981,791 | 19,947 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $833,217 | 20,392 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $629,316 | 14,745 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $538,571 | 14,408 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $594,452 | 14,397 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $578,604 | 14,386 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $563,029 | 14,374 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $696,273 | 14,368 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $688,992 | 14,360 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $675,451 | 14,554 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $707,837 | 15,629 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $514,395 | 13,166 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $399,462 | 13,236 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $315,739 | 13,430 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $347,545 | 13,576 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $568,604 | 19,812 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||