Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$396,424
+$24,566 QoQ
Shares Held
4,797
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,973
of 2,859 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, 2026Avion Wealth holds $1,183,817 across 8 Banks - Diversified names. WFC ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
4,797 | $396,424 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,010 | $330,603 | |
| 3 | C |
Citigroup Inc
|
1,894 | $265,084 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,516 | $143,361 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
268 | $38,755 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
169 | $3,361 | |
| 7 | UBS |
UBS Group AG
|
65 | $3,221 | |
| 8 | BCS |
Barclays PLC
|
112 | $3,008 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,424 | 4,797 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $371,858 | 4,671 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $525,461 | 5,638 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $472,912 | 5,642 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $994,369 | 12,411 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $594,995 | 8,288 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $582,149 | 8,288 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $791,876 | 14,018 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $832,647 | 14,020 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $896,757 | 15,472 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $848,995 | 17,249 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $703,814 | 17,253 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $596,112 | 13,995 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $270,631 | 7,240 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $295,140 | 7,148 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $287,492 | 7,148 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $307,993 | 7,863 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $381,040 | 7,863 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $377,266 | 7,863 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $364,921 | 7,863 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $356,115 | 7,863 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $307,207 | 7,863 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $241,832 | 8,013 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $173,762 | 7,391 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $182,988 | 7,148 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $205,147 | 7,148 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||