Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$567,819
+$33,079 QoQ
Shares Held
6,871
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,732
of 2,858 holders
Holding Since
Sep 2020
24 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, 2026Founders Financial Alliance, LLC holds $15,933,147 across 6 Banks - Diversified names. WFC ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,144 | $10,194,365 | |
| 2 | RY |
Royal Bank Of Canada
|
10,307 | $2,133,239 | |
| 3 | BAC |
Bank Of America Corp /De/
|
30,916 | $1,761,593 | |
| 4 | C |
Citigroup Inc
|
6,915 | $967,823 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
6,871 | $567,819 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,132 | $308,308 |
All Filings in WFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,819 | 6,871 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $534,740 | 6,717 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $460,687 | 4,943 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $546,506 | 6,520 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $395,953 | 4,942 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $460,963 | 6,421 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $487,114 | 6,935 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $387,521 | 6,860 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $436,516 | 7,350 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $404,097 | 6,972 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $353,891 | 7,190 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $307,062 | 7,515 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $339,476 | 7,954 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $271,378 | 7,260 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $309,344 | 7,492 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $303,218 | 7,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $751,437 | 19,184 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $363,789 | 7,507 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $361,961 | 7,544 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $350,022 | 7,542 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $346,010 | 7,640 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $294,037 | 7,526 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $229,241 | 7,596 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $187,746 | 7,986 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||