Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,675
-$39,263 QoQ
Shares Held
468
-52.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,722
of 2,859 holders
Holding Since
Mar 2020
9 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, 2026Lloyd Advisory Services, LLC. holds $142,499 across 5 Banks - Diversified names. WFC ranks #2 (27.1% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,675 | 468 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $77,938 | 979 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $50,887 | 546 | Shares | Sole | 2026-02-06 | |
| 2023-09-30 | $1,245,290 | 30,477 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $40,948 | 845 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $815 | 17 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $788 | 17 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $769 | 17 | Shares | Other | 2021-08-09 | |
| 2020-03-31 | $1,808 | 63 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||