Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$904,164
+$20,016 QoQ
Shares Held
10,941
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,419
of 2,853 holders
Holding Since
Mar 2022
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, 2026Physician Wealth Advisors, Inc. holds $2,660,734 across 19 Banks - Diversified names. WFC ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
10,941 | $904,164 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,573 | $842,220 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,364 | $476,580 | |
| 4 | C |
Citigroup Inc
|
1,032 | $144,438 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,093 | $52,450 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,878 | $37,353 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
346 | $32,901 | |
| 8 | TD |
Toronto Dominion Bank
|
238 | $28,900 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,164 | 10,941 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $884,148 | 11,106 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $522,013 | 5,601 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $470,900 | 5,618 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $585,116 | 7,303 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $510,498 | 7,111 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $503,199 | 7,164 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $404,581 | 7,162 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $425,173 | 7,159 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $414,761 | 7,156 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $331,890 | 6,743 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $276,622 | 6,770 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $292,571 | 6,855 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $256,239 | 6,855 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $283,042 | 6,855 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $273,254 | 6,794 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $270,037 | 6,894 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $259,406 | 5,353 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||