Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,701,858
+$123,071 QoQ
Shares Held
44,795
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#774
of 2,853 holders
Holding Since
Mar 2022
17 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, 2026Apella Capital, LLC holds $23,060,614 across 9 Banks - Diversified names. WFC ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,413 | $12,246,397 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
44,795 | $3,701,858 | |
| 3 | BAC |
Bank Of America Corp /De/
|
47,979 | $2,733,843 | |
| 4 | C |
Citigroup Inc
|
13,411 | $1,877,003 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,057 | $1,020,512 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,808 | $471,328 | |
| 7 | RY |
Royal Bank Of Canada
|
2,155 | $446,020 | |
| 8 | TD |
Toronto Dominion Bank
|
2,964 | $359,918 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,701,858 | 44,795 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,578,787 | 44,954 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,592,207 | 38,543 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,236,541 | 38,613 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,702,928 | 33,736 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,226,279 | 31,011 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,934,198 | 27,537 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,556,864 | 27,560 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,470,199 | 24,755 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,194,439 | 20,608 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,006,450 | 20,448 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $652,289 | 15,964 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $673,020 | 15,769 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $662,167 | 16,037 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $714,427 | 17,763 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,422,850 | 36,325 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,002,152 | 20,680 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||