Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,459,944
+$76,978 QoQ
Shares Held
29,767
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#926
of 2,853 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $6,057,836 across 11 Banks - Diversified names. WFC ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,356 | $3,062,499 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
29,767 | $2,459,944 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,717 | $211,794 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
858 | $151,608 | |
| 5 | C |
Citigroup Inc
|
875 | $122,465 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
220 | $31,814 | |
| 7 | BCS |
Barclays PLC
|
182 | $4,888 | |
| 8 | UBS |
UBS Group AG
|
87 | $4,311 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,459,944 | 29,767 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,382,966 | 29,933 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,650,887 | 28,443 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,371,183 | 28,289 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,257,861 | 28,181 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,141,926 | 29,836 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,995,939 | 28,416 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,615,049 | 28,590 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,690,655 | 28,467 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,634,472 | 28,200 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,381,851 | 28,075 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,141,628 | 27,940 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,181,211 | 27,676 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $981,187 | 26,249 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,052,688 | 25,495 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,021,427 | 25,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $943,252 | 24,081 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,202,486 | 24,814 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,074,704 | 22,399 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,049,887 | 22,622 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,016,443 | 22,443 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $869,854 | 22,264 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $769,801 | 25,507 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $630,068 | 26,800 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $660,940 | 25,818 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||