Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$45,948,831
+$29,195,703 QoQ
Shares Held
556,012
+164.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#252
of 2,853 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. WFC ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
688,749 | $225,448,210 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
556,012 | $45,948,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
544,630 | $31,033,017 | |
| 4 | C |
Citigroup Inc
|
152,011 | $21,275,459 | |
| 5 | RY |
Royal Bank Of Canada
|
23,858 | $4,937,890 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,071 | $3,625,517 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
19,637 | $3,469,857 | |
| 8 | TD |
Toronto Dominion Bank
|
24,639 | $2,991,913 |
All Filings in WFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,948,831 | 556,012 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $16,753,128 | 210,440 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,131,723 | 205,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,215,649 | 193,458 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,388,612 | 167,107 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $11,421,860 | 159,101 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,402,136 | 176,568 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,331,232 | 536,931 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $31,242,465 | 526,056 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,658,802 | 166,646 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,610,297 | 154,618 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,635,541 | 162,397 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,652,873 | 155,878 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,181,268 | 165,363 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,808,808 | 213,340 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,936,240 | 222,184 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,826,753 | 199,815 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,077,672 | 187,323 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $8,139,615 | 169,646 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $17,076,048 | 367,939 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $8,386,802 | 185,180 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $7,390,207 | 189,153 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $6,815,006 | 225,812 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,607,447 | 110,908 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||