Beacon Pointe Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1744317
NEWPORT BEACH, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$40,500,624
-$106,367 QoQ
Shares Held
490,085
-3.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#269
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. WFC ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
474,800 | $155,416,284 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
490,085 | $40,500,624 | |
| 3 | BAC |
Bank Of America Corp /De/
|
585,316 | $33,351,305 | |
| 4 | C |
Citigroup Inc
|
134,666 | $18,847,853 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
52,280 | $9,237,876 | |
| 6 | RY |
Royal Bank Of Canada
|
13,332 | $2,759,324 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
16,232 | $2,347,309 | |
| 8 | TD |
Toronto Dominion Bank
|
15,783 | $1,916,529 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,500,624 | 490,085 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $40,606,991 | 510,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,675,934 | 382,789 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $31,434,092 | 375,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,427,047 | 404,731 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,653,758 | 399,133 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,743,893 | 409,224 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,193,381 | 410,575 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,605,158 | 414,298 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,519,282 | 423,038 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,510,170 | 416,704 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $17,936,314 | 438,970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,326,712 | 148,236 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,074,137 | 162,497 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,361,178 | 154,061 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,067,599 | 125,997 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,285,286 | 134,932 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,203,717 | 189,924 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,999,276 | 83,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,368,990 | 94,139 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,100,734 | 68,464 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $755,731 | 19,343 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $941,344 | 31,191 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $842,809 | 35,849 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $901,068 | 35,198 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $574,487 | 20,017 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||