Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,060,489
+$66,039 QoQ
Shares Held
37,034
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#837
of 2,859 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $45,316,292 across 13 Banks - Diversified names. WFC ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,779 | $11,711,540 | |
| 2 | BAC |
Bank Of America Corp /De/
|
81,187 | $4,626,035 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
43,514 | $4,137,746 | |
| 4 | C |
Citigroup Inc
|
29,376 | $4,111,464 | |
| 5 | ING |
Ing Groep NV
|
99,831 | $3,132,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
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|
37,034 | $3,060,489 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
150,101 | $2,985,508 | |
| 8 | SAN |
Banco Santander, S.A.
|
197,972 | $2,732,013 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,060,489 | 37,034 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,994,450 | 37,614 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,813,464 | 40,917 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,807,886 | 33,499 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,796,050 | 22,417 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,480,525 | 20,623 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,378,670 | 19,628 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,003,601 | 17,766 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $849,277 | 14,300 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $717,950 | 12,387 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $449,329 | 9,129 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $372,724 | 9,122 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $383,522 | 8,986 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $212,617 | 5,688 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $249,267 | 6,037 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $8,745,333 | 180,465 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||