Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,613,876
+$136,076 QoQ
Shares Held
19,529
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,094
of 2,858 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $13,278,373 across 6 Banks - Diversified names. WFC ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,533 | $7,703,056 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,901 | $1,931,678 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
19,529 | $1,613,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,276 | $907,572 | |
| 5 | C |
Citigroup Inc
|
6,307 | $882,727 | |
| 6 | RY |
Royal Bank Of Canada
|
1,157 | $239,464 |
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,613,876 | 19,529 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,477,800 | 18,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,162,053 | 23,198 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,964,573 | 23,438 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,607,367 | 20,062 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $861,480 | 12,000 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||