Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,499,089
+$334,475 QoQ
Shares Held
18,140
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,129
of 2,853 holders
Holding Since
Dec 2020
20 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, 2026Continuum Advisory, LLC holds $10,825,483 across 17 Banks - Diversified names. WFC ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,447 | $6,038,256 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
18,140 | $1,499,089 | |
| 3 | C |
Citigroup Inc
|
10,624 | $1,486,935 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,135 | $862,392 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,764 | $399,702 | |
| 6 | BCS |
Barclays PLC
|
5,399 | $145,017 | |
| 7 | ING |
Ing Groep NV
|
2,973 | $93,292 | |
| 8 | UBS |
UBS Group AG
|
1,849 | $91,636 |
All Filings in WFC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,089 | 18,140 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,164,614 | 14,629 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,347,578 | 14,459 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,242,380 | 14,822 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,251,314 | 15,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,382,316 | 19,255 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,118,150 | 15,919 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $877,120 | 15,527 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $896,967 | 15,103 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $868,124 | 14,978 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,642,471 | 33,370 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,342,414 | 32,854 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,407,927 | 32,988 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $1,221,989 | 32,691 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $1,372,149 | 33,232 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $1,224,417 | 30,443 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $1,155,828 | 29,508 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $665,695 | 13,737 | Shares | Sole | 2023-12-13 | |
| 2021-03-31 | $324,007 | 8,293 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $224,388 | 7,435 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||