Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,292,862
-$392,696 QoQ
Shares Held
44,859
+55.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#962
of 2,853 holders
Holding Since
Dec 2020
14 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, 2026Coppell Advisory Solutions LLC holds $2,348,998 across 7 Banks - Diversified names. WFC ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
44,859 | $2,292,862 | |
| 2 | UBS |
UBS Group AG
|
509 | $25,225 | |
| 3 | BAC |
Bank Of America Corp /De/
|
18,027 | $17,857 | |
| 4 | ING |
Ing Groep NV
|
213 | $6,683 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
14,953 | $2,935 | |
| 6 | BCS |
Barclays PLC
|
88 | $2,363 | |
| 7 | C |
Citigroup Inc
|
10,291 | $1,073 |
All Filings in WFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,862 | 44,859 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,685,558 | 28,815 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,390,211 | 28,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,409,048 | 30,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,560,821 | 35,671 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,240,733 | 46,138 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,709,486 | 47,964 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,651,347 | 44,643 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $2,324,906 | 47,235 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,212,602 | 29,677 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,743,264 | 40,845 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $1,374,911 | 36,782 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $1,225,363 | 29,677 | Shares | Sole | 2023-05-19 | |
| 2020-12-31 | $803,783 | 26,633 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||