Soltis Investment Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1802530
ST. GEORGE, UT
Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,276,097
+$515,143 QoQ
Shares Held
39,643
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#812
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $31,245,243 across 10 Banks - Diversified names. WFC ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,052 | $11,800,901 | |
| 2 | C |
Citigroup Inc
|
81,601 | $11,420,875 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
39,643 | $3,276,097 | |
| 4 | BAC |
Bank Of America Corp /De/
|
32,163 | $1,832,647 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
15,721 | $1,494,909 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,119 | $451,038 | |
| 7 | UBS |
UBS Group AG
|
5,976 | $296,170 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,457 | $227,879 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,276,097 | 39,643 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,760,954 | 34,681 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,224,067 | 34,593 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $2,486,352 | 29,663 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,970,871 | 24,599 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,733,010 | 24,140 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,675,856 | 23,859 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,298,366 | 22,984 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $1,442,523 | 24,289 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,289,783 | 22,253 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,112,175 | 22,596 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,796,964 | 117,400 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,280,869 | 30,011 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,108,167 | 29,646 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,072,466 | 25,974 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,104,722 | 27,467 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,123,082 | 28,672 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,190,177 | 24,560 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $824,536 | 17,185 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $796,674 | 17,166 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $798,372 | 17,628 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $699,704 | 17,909 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $853,912 | 28,294 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $693,686 | 29,506 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $706,483 | 27,597 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,132,875 | 39,473 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||