Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$84,210
-$73,178 QoQ
Shares Held
1,019
-48.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,629
of 2,859 holders
Holding Since
Dec 2020
22 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, 2026Addison Advisors LLC holds $1,284,773 across 13 Banks - Diversified names. WFC ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,014 | $659,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,009 | $171,452 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,019 | $84,210 | |
| 4 | C |
Citigroup Inc
|
563 | $78,797 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
763 | $72,553 | |
| 6 | SAN |
Banco Santander, S.A.
|
5,050 | $69,690 | |
| 7 | TD |
Toronto Dominion Bank
|
400 | $48,572 | |
| 8 | BNS |
Bank Of Nova Scotia
|
445 | $38,643 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,210 | 1,019 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $157,388 | 1,977 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $166,175 | 1,783 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $147,019 | 1,754 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $142,533 | 1,779 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $110,699 | 1,542 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $110,979 | 1,580 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $88,971 | 1,575 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $104,941 | 1,767 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $87,171 | 1,504 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $69,350 | 1,409 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $45,068 | 1,103 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $44,045 | 1,032 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $37,005 | 990 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $30,306 | 734 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $33,985 | 845 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $25,891 | 661 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $50,301 | 1,038 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $30,179 | 629 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $12,113 | 261 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $10,914 | 241 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $7,273 | 241 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||