Wellspring Financial Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1811308
CLEVELAND, OH
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$596,743
-$77,314 QoQ
Shares Held
7,221
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,685
of 2,858 holders
Holding Since
Sep 2024
6 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, 2026Wellspring Financial Advisors, LLC holds $9,917,532 across 5 Banks - Diversified names. WFC ranks #3 (6.0% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,743 | 7,221 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $674,057 | 8,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $811,399 | 8,706 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $421,530 | 5,029 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $416,624 | 5,200 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $398,875 | 7,061 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||