LFA - Lugano Financial Advisors SA
Position in WFC — Wells Fargo & Company/Mn
CIK 1737871
LUGANO, V8
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$52,476
+$1,924 QoQ
Shares Held
635
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,684
of 2,858 holders
Holding Since
Sep 2021
19 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, 2026LFA - Lugano Financial Advisors SA holds $1,137,227 across 4 Banks - Diversified names. WFC ranks #4 (4.6% of the industry book) .
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,476 | 635 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $50,552 | 635 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $59,182 | 635 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $53,225 | 635 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,876 | 635 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $27,064 | 377 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $59,633 | 849 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $47,960 | 849 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $38,365 | 646 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,694 | 81 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,986 | 81 | Shares | Sole | 2024-01-22 | |
| 2023-06-30 | $90,951 | 2,131 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $79,656 | 2,131 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $241,629 | 5,852 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $470,734 | 11,704 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $229,222 | 5,852 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $283,587 | 5,852 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $280,778 | 5,852 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $271,591 | 5,852 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||