Walkner Condon Financial Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1817494
MADISON, WI
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$324,031
+$10,687 QoQ
Shares Held
3,921
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,129
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026Walkner Condon Financial Advisors LLC holds $4,055,685 across 9 Banks - Diversified names. WFC ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,587 | $1,501,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
9,010 | $513,389 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
23,184 | $461,129 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,257 | $336,180 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
3,921 | $324,031 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,887 | $274,524 | |
| 7 | C |
Citigroup Inc
|
1,948 | $272,642 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,126 | $203,637 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,031 | 3,921 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $313,344 | 3,936 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $369,258 | 3,962 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $335,950 | 4,008 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $319,518 | 3,988 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $271,222 | 3,778 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $246,331 | 3,507 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||