Position in WFC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,371,422
-$306,773 QoQ
Shares Held
29,788
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $68,267,895 across 10 Banks - Diversified names. WFC ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
668,423 | $32,585,621 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
80,498 | $23,679,291 | |
| 3 | C |
Citigroup Inc
|
44,497 | $5,046,404 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
25,233 | $2,993,390 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
29,788 | $2,371,422 | |
| 6 | UBS |
UBS Group AG
|
19,945 | $779,251 | |
| 7 | RY |
Royal Bank Of Canada
|
1,641 | $265,480 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,376 | $226,990 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,371,422 | 29,788 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,678,195 | 28,736 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,337,404 | 27,886 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,308,257 | 28,810 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,048,886 | 28,540 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,885,944 | 26,850 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,499,583 | 26,546 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,760,913 | 29,650 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,010,052 | 34,680 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,959,054 | 39,802 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,355,333 | 57,644 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,523,668 | 59,130 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,264,779 | 60,588 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,595,159 | 62,852 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,540,375 | 63,162 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,548,987 | 65,075 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,175,486 | 65,528 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,164,281 | 65,950 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,035,724 | 65,411 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||