Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$804,169
+$586 QoQ
Shares Held
9,731
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,493
of 2,858 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $9,797,213 across 9 Banks - Diversified names. WFC ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,391 | $6,019,926 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,409 | $991,964 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
9,731 | $804,169 | |
| 4 | TD |
Toronto Dominion Bank
|
3,509 | $426,097 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,084 | $388,347 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,181 | $361,620 | |
| 7 | C |
Citigroup Inc
|
2,186 | $305,952 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,925 | $298,840 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,169 | 9,731 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $803,583 | 10,094 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $964,060 | 10,344 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $493,532 | 5,888 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $459,087 | 5,730 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $418,966 | 5,836 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $409,920 | 5,836 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $339,561 | 6,011 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $352,539 | 5,936 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||