Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,153,489
+$47,866 QoQ
Shares Held
13,958
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,274
of 2,858 holders
Holding Since
Mar 2022
16 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, 2026LifeSteps Financial, Inc. holds $5,045,876 across 7 Banks - Diversified names. WFC ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,304 | $3,700,138 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
13,958 | $1,153,489 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,915 | $109,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
214 | $30,946 | |
| 5 | BNS |
Bank Of Nova Scotia
|
300 | $26,052 | |
| 6 | C |
Citigroup Inc
|
121 | $16,935 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
80 | $9,200 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,489 | 13,958 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,105,623 | 13,888 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,296,971 | 13,916 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,166,187 | 13,913 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,132,095 | 14,130 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,013,100 | 14,112 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $984,343 | 14,014 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $814,020 | 14,410 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $855,512 | 14,405 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $834,739 | 14,402 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $703,747 | 14,298 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $584,052 | 14,294 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $609,854 | 14,289 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $535,842 | 14,335 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $597,259 | 14,465 | Shares | Sole | 2023-01-18 | |
| 2022-03-31 | $221,559 | 4,572 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||