CVA Family Office, LLC
Family OfficePosition in WFC — Wells Fargo & Company/Mn
CIK 1802084
DENVER, CO
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$613,602
+$16,846 QoQ
Shares Held
7,425
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,664
of 2,859 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, 2026CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. WFC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,920 | $4,556,433 | |
| 2 | C |
Citigroup Inc
|
8,102 | $1,133,955 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,418 | $764,557 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
7,425 | $613,602 | |
| 5 | RY |
Royal Bank Of Canada
|
2,423 | $501,488 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,512 | $443,870 | |
| 7 | TD |
Toronto Dominion Bank
|
3,617 | $439,212 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,130 | $308,019 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,602 | 7,425 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $596,756 | 7,496 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $598,810 | 6,425 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $540,136 | 6,444 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $511,646 | 6,386 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $471,732 | 6,571 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $419,262 | 5,969 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $290,528 | 5,143 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $303,661 | 5,113 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $294,668 | 5,084 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $248,314 | 5,045 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $264,200 | 6,466 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $259,323 | 6,076 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $316,421 | 8,465 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $314,918 | 7,627 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $334,107 | 8,307 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $285,823 | 7,297 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $320,902 | 6,622 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $317,723 | 6,622 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $92,820 | 2,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $289,493 | 6,392 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $199,921 | 5,117 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $60,390 | 2,001 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $47,020 | 2,000 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $25,600 | 1,000 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $83,316 | 2,903 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||