Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,058,783
-$55,199 QoQ
Shares Held
12,812
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,320
of 2,859 holders
Holding Since
Dec 2020
22 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, 2026WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. WFC ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,342 | $5,676,556 | |
| 2 | C |
Citigroup Inc
|
12,511 | $1,751,039 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,069 | $1,428,431 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
59,536 | $1,184,171 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
12,812 | $1,058,783 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,036 | $573,963 | |
| 7 | SAN |
Banco Santander, S.A.
|
38,129 | $526,180 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,121 | $451,327 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,783 | 12,812 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,113,982 | 13,993 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,392,780 | 14,944 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,298,707 | 15,494 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $903,513 | 11,277 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $781,290 | 10,883 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $750,725 | 10,688 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $632,744 | 11,201 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $773,732 | 13,028 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $828,885 | 14,301 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $767,930 | 15,602 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $588,588 | 14,405 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $575,411 | 13,482 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $496,929 | 13,294 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $520,914 | 12,616 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $467,919 | 11,634 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $552,928 | 11,410 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $585,020 | 12,193 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $556,455 | 11,990 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $481,477 | 10,631 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $382,495 | 9,790 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $232,748 | 7,712 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||