Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$323,783
+$40,531 QoQ
Shares Held
3,918
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,127
of 2,853 holders
Holding Since
Mar 2020
16 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, 2026Crewe Advisors LLC holds $6,488,910 across 16 Banks - Diversified names. WFC ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,043 | $4,269,365 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,888 | $1,190,198 | |
| 3 | C |
Citigroup Inc
|
3,510 | $491,259 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
3,918 | $323,783 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
400 | $70,680 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
431 | $62,326 | |
| 7 | BCS |
Barclays PLC
|
722 | $19,392 | |
| 8 | RY |
Royal Bank Of Canada
|
68 | $14,073 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,783 | 3,918 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $283,252 | 3,558 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $318,278 | 3,415 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $278,114 | 3,318 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $327,654 | 5,517 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $302,029 | 5,211 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $180,792 | 4,236 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $187,909 | 5,027 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $205,376 | 4,974 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $217,992 | 5,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $196,750 | 5,023 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $188,703 | 3,894 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $57,576 | 1,200 | Shares | Sole | 2022-02-10 | |
| 2020-09-30 | $3,009 | 128 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $15,872 | 620 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $23,677 | 825 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||