Claro Advisors Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1764386 BOSTON, MA

Position in WFC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$788,716

+$160,036 QoQ

Shares Held

9,544

+20.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,510

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Claro Advisors Inc. holds $18,457,041 across 6 Banks - Diversified names. WFC ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	40,391	$13,221,186
2	BAC	Bank Of America Corp /De/	48,271	$2,750,481
3	WFC	Wells Fargo & Company/Mn This page	9,544	$788,716
4	C	Citigroup Inc	5,369	$751,445
5	BNY	Bank of New York Mellon Corp	4,411	$637,874
6	TD	Toronto Dominion Bank	2,531	$307,339

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,716	9,544	+20.9%	Shares	Sole	2026-07-30
2026-03-31	$628,680	7,897	+1.1%	Shares	Sole	2026-04-21
2025-12-31	$727,892	7,810	+2.4%	Shares	Sole	2026-02-17
2025-09-30	$639,295	7,627	-9.0%	Shares	Sole	2025-11-12
2025-06-30	$671,485	8,381	-49.8%	Shares	Sole	2025-08-05
2025-03-31	$1,197,385	16,679	+16.9%	Shares	Sole	2025-05-12
2024-12-31	$1,002,395	14,271	-11.4%	Shares	Sole	2025-01-13
2024-09-30	$909,997	16,109	+15.6%	Shares	Sole	2024-11-07
2024-06-30	$827,659	13,936	+16.4%	Shares	Sole	2024-07-31
2024-03-31	$693,665	11,968	-7.7%	Shares	Sole	2024-04-18
2023-12-31	$637,989	12,962	-12.3%	Shares	Sole	2024-01-22
2023-09-30	$604,074	14,784	-3.9%	Shares	Sole	2023-10-10
2023-06-30	$656,717	15,387	+2.4%	Shares	Sole	2023-08-08
2023-03-31	$561,559	15,023	-0.0%	Shares	Sole	2023-04-17
2022-12-31	$620,423	15,026	+32.4%	Shares	Sole	2023-03-13
2022-09-30	$456,537	11,351	0.0%	Shares	Sole	2022-11-18
2022-06-30	$444,618	11,351	-2.6%	Shares	Sole	2022-08-12
2022-03-31	$564,801	11,655	0.0%	Shares	Sole	2022-05-16
2021-12-31	$559,206	11,655	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$534,271	11,512	-12.7%	Shares	Sole	2021-11-15
2021-06-30	$596,967	13,181	+5.8%	Shares	Sole	2021-08-13
2021-03-31	$486,773	12,459	+11.4%	Shares	Sole	2021-05-17
2020-12-31	$337,472	11,182	-16.2%	Shares	Sole	2021-02-12
2020-09-30	$313,811	13,348	-28.7%	Shares	Sole	2020-11-16
2020-06-30	$478,976	18,710	-6.0%	Shares	Sole	2020-08-14
2020-03-31	$571,359	19,908	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.