Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$627,402
-$190,909 QoQ
Shares Held
7,592
-26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,647
of 2,853 holders
Holding Since
Dec 2025
3 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, 2026Elevated Capital Advisors, LLC holds $2,297,491 across 11 Banks - Diversified names. WFC ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,706 | $885,754 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
7,592 | $627,402 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,601 | $433,104 | |
| 4 | C |
Citigroup Inc
|
2,363 | $330,725 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
279 | $6,991 | |
| 6 | SAN |
Banco Santander, S.A.
|
333 | $4,595 | |
| 7 | ING |
Ing Groep NV
|
102 | $3,200 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
125 | $2,947 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,402 | 7,592 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $818,311 | 10,279 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $218,274 | 2,342 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||