Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,545,449
-$92,765 QoQ
Shares Held
18,701
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,111
of 2,853 holders
Holding Since
Dec 2020
22 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, 2026CreativeOne Wealth, LLC holds $18,856,089 across 6 Banks - Diversified names. WFC ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,378 | $9,288,970 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,573 | $3,736,349 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,058 | $2,177,537 | |
| 4 | C |
Citigroup Inc
|
13,447 | $1,882,041 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
18,701 | $1,545,449 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,374 | $225,743 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,545,449 | 18,701 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,638,214 | 20,578 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,077,148 | 22,287 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,528,205 | 18,232 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,260,527 | 15,733 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,073,332 | 14,951 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $975,774 | 13,892 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $544,393 | 9,637 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $377,245 | 6,352 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $537,752 | 9,278 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $232,219 | 4,718 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $565,680 | 13,254 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $652,953 | 17,468 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $716,381 | 17,350 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $708,354 | 17,612 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $851,281 | 21,733 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,207,865 | 24,925 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $931,867 | 19,422 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $879,840 | 18,958 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $824,186 | 18,198 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $459,814 | 11,769 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $251,580 | 8,336 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||