Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$36,526
+$1,578 QoQ
Shares Held
442
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,726
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $1,700,340 across 6 Banks - Diversified names. WFC ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,456 | $1,131,252 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,286 | $415,156 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
870 | $100,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
442 | $36,526 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 6 | SAN |
Banco Santander, S.A.
|
105 | $1,449 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,526 | 442 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $34,948 | 439 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $40,728 | 437 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $36,377 | 434 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $34,611 | 432 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $30,869 | 430 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $30,203 | 430 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $24,290 | 430 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $25,359 | 427 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $24,633 | 425 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $20,770 | 422 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $19,735 | 483 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $20,486 | 480 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $49,603 | 1,327 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $54,667 | 1,324 | Shares | Other | 2023-01-23 | |
| 2022-09-30 | $53,170 | 1,322 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | $51,665 | 1,319 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $63,821 | 1,317 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $79,071 | 1,648 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $76,483 | 1,648 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $74,637 | 1,648 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $64,387 | 1,648 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $49,736 | 1,648 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $41,071 | 1,747 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $39,244 | 1,533 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $43,997 | 1,533 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||