Position in WFC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$54,129
+$1,985 QoQ
Shares Held
655
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,682
of 2,858 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, 2026Cedar Mountain Advisors, LLC holds $851,321 across 6 Banks - Diversified names. WFC ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
3,199 | $462,607 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
459 | $150,244 | |
| 3 | C |
Citigroup Inc
|
698 | $97,692 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,483 | $84,501 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
655 | $54,129 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
108 | $2,148 |
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,129 | 655 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $52,144 | 655 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $32,899 | 353 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $29,588 | 353 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $22,834 | 285 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $23,690 | 330 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $23,179 | 330 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $26,889 | 476 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,269 | 476 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $36,225 | 625 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $31,648 | 643 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $26,272 | 643 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $27,443 | 643 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $21,082 | 564 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $24,650 | 597 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,011 | 597 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $20,368 | 520 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $25,199 | 520 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $29,603 | 617 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $28,634 | 617 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $30,933 | 683 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $26,684 | 683 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $20,612 | 683 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $16,057 | 683 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $11,904 | 465 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $13,345 | 465 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||