Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$741,029
+$24,463 QoQ
Shares Held
8,967
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,548
of 2,858 holders
Holding Since
Mar 2023
14 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, 2026Advisor OS, LLC holds $12,857,925 across 6 Banks - Diversified names. WFC ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,396 | $7,658,209 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,219 | $2,861,475 | |
| 3 | C |
Citigroup Inc
|
6,255 | $875,447 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
8,967 | $741,029 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,106 | $449,156 | |
| 6 | TD |
Toronto Dominion Bank
|
2,245 | $272,609 |
All Filings in WFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,029 | 8,967 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $716,566 | 9,001 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $743,360 | 7,976 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $691,009 | 8,244 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $568,128 | 7,091 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $476,109 | 6,632 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $535,786 | 7,628 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $263,015 | 4,656 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $270,044 | 4,547 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $255,544 | 4,409 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $351,723 | 7,146 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $257,455 | 6,301 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $232,133 | 5,439 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $226,557 | 6,061 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||