Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,532,998
+$1,919,285 QoQ
Shares Held
30,651
+297.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#910
of 2,859 holders
Holding Since
Dec 2021
18 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, 2026MONECO ADVISORS, LLC holds $19,907,817 across 6 Banks - Diversified names. WFC ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,394 | $7,984,888 | |
| 2 | C |
Citigroup Inc
|
31,154 | $4,360,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
74,319 | $4,234,696 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
30,651 | $2,532,998 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,536 | $511,340 | |
| 6 | UBS |
UBS Group AG
|
5,722 | $283,582 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,532,998 | 30,651 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $613,713 | 7,709 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $732,272 | 7,857 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $602,162 | 7,184 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $568,852 | 7,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $508,632 | 7,085 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $492,944 | 7,018 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $388,877 | 6,884 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $411,929 | 6,936 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,583,161 | 44,568 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $336,714 | 6,841 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $303,344 | 7,424 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $297,522 | 6,971 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $337,055 | 9,017 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $296,297 | 7,176 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $288,498 | 7,173 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $245,556 | 6,269 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $187,601 | 3,910 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||