Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,503,056
-$41,139 QoQ
Shares Held
18,188
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,128
of 2,853 holders
Holding Since
Jun 2022
14 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, 2026Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. WFC ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,329 | $8,290,941 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,418 | $3,328,657 | |
| 3 | RY |
Royal Bank Of Canada
|
11,844 | $2,451,352 | |
| 4 | C |
Citigroup Inc
|
16,705 | $2,338,031 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
21,870 | $2,079,618 | |
| 6 | WFC |
Wells Fargo & Company/Mn
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|
18,188 | $1,503,056 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,834 | $971,308 | |
| 8 | ING |
Ing Groep NV
|
25,101 | $787,669 |
All Filings in WFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503,056 | 18,188 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,544,195 | 19,397 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,059,777 | 11,371 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $791,847 | 9,447 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $675,091 | 8,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $411,213 | 5,728 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $332,797 | 4,738 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $360,236 | 6,377 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $400,823 | 6,749 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $330,951 | 5,710 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $246,789 | 5,014 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $224,484 | 5,494 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $270,164 | 6,330 | Shares | Sole | 2023-07-13 | |
| 2022-06-30 | $213,907 | 5,461 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||