Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,208,715
+$834,385 QoQ
Shares Held
63,029
+14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#663
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $129,753,165 across 14 Banks - Diversified names. WFC ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
208,806 | $68,348,467 | |
| 2 | BAC |
Bank Of America Corp /De/
|
285,711 | $16,279,812 | |
| 3 | C |
Citigroup Inc
|
111,130 | $15,553,754 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
84,181 | $12,173,414 | |
| 5 | RY |
Royal Bank Of Canada
|
35,130 | $7,270,855 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
63,029 | $5,208,715 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
24,745 | $2,353,001 | |
| 8 | BNS |
Bank Of Nova Scotia
|
5,957 | $517,305 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,208,715 | 63,029 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,374,330 | 54,947 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,810,145 | 51,611 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,656,395 | 43,622 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,115,087 | 26,399 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,774,863 | 24,723 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,553,076 | 22,111 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,118,558 | 19,801 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $984,270 | 16,573 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $856,938 | 14,785 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $705,617 | 14,336 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $627,037 | 15,346 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $735,205 | 17,226 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $635,572 | 17,003 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $683,060 | 16,543 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $636,039 | 15,814 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $618,925 | 15,801 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $767,751 | 15,843 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,067,842 | 22,256 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,089,846 | 23,483 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,627,179 | 35,928 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $719,786 | 18,423 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $113,356 | 3,756 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $13,588 | 578 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $13,747 | 537 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $36,047 | 1,256 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||