Affinity Capital Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1810023 BERKELEY, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$278,992

+$9,592 QoQ

Shares Held

3,376

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,255

of 2,858 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Affinity Capital Advisors, LLC holds $6,030,284 across 7 Banks - Diversified names. WFC ranks #7 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	6,439	$1,332,679
2	TD	Toronto Dominion Bank	10,817	$1,313,508
3	JPM	Jpmorgan Chase & Co	3,769	$1,233,706
4	CM	Canadian Imperial Bank Of Commerce /Can/	8,505	$978,075
5	BAC	Bank Of America Corp /De/	10,375	$591,167
6	BMO	Bank Of Montreal /Can/	1,710	$302,157
7	WFC	Wells Fargo & Company/Mn This page	3,376	$278,992

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,992	3,376	-0.2%	Shares	Sole	2026-07-08
2026-03-31	$269,400	3,384	+3.5%	Shares	Sole	2026-04-13
2025-12-31	$304,577	3,268	+16.5%	Shares	Sole	2026-01-09
2025-09-30	$235,115	2,805	+2.5%	Shares	Sole	2025-10-09
2025-06-30	$219,288	2,737	-36.5%	Shares	Sole	2025-07-09
2025-03-31	$309,199	4,307	+3.5%	Shares	Sole	2025-04-17
2024-12-31	$292,198	4,160	-6.2%	Shares	Sole	2025-01-14
2024-09-30	$250,420	4,433	+0.0%	Shares	Sole	2024-10-07
2024-06-30	$263,216	4,432	+0.0%	Shares	Sole	2024-08-14
2024-03-31	$256,820	4,431	-1.1%	Shares	Sole	2024-04-12
2023-12-31	$220,604	4,482	-14.5%	Shares	Sole	2024-01-11
2023-09-30	$214,106	5,240	+6.0%	Shares	Sole	2023-10-11
2023-06-30	$210,967	4,943	+13.6%	Shares	Sole	2023-07-14
2021-09-30	$201,976	4,352	-2.1%	Shares	Sole	2021-10-28
2021-06-30	$201,404	4,447	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.