Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,085,476
+$19,976 QoQ
Shares Held
13,135
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,304
of 2,853 holders
Holding Since
Jun 2021
21 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, 2026Tranquilli Financial Advisor LLC holds $4,828,262 across 7 Banks - Diversified names. WFC ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,150 | $1,685,749 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
13,135 | $1,085,476 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
6,981 | $1,009,522 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,892 | $275,000 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
11,256 | $265,416 | |
| 6 | BCS |
Barclays PLC
|
9,639 | $258,903 | |
| 7 | UBS |
UBS Group AG
|
5,008 | $248,196 |
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,476 | 13,135 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,065,500 | 13,384 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,418,038 | 15,215 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,281,691 | 15,291 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,218,144 | 15,204 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,049,426 | 14,618 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $997,618 | 14,203 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $882,938 | 15,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $912,349 | 15,362 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $864,531 | 14,916 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $619,925 | 12,595 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $475,242 | 11,631 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $418,264 | 9,800 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $369,800 | 9,893 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $371,362 | 8,994 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $289,704 | 7,203 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $231,377 | 5,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $248,260 | 5,123 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $242,155 | 5,047 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $230,286 | 4,962 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $221,558 | 4,892 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||