Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$892,181
+$21,567 QoQ
Shares Held
10,796
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,438
of 2,859 holders
Holding Since
Dec 2020
23 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, 2026Alliance Wealth Advisors, LLC holds $4,844,776 across 5 Banks - Diversified names. WFC ranks #3 (18.4% of the industry book) .
All Filings in WFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,181 | 10,796 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $870,614 | 10,936 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $997,053 | 10,698 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $880,529 | 10,505 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $889,892 | 11,107 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $766,358 | 10,675 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $733,937 | 10,449 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $593,427 | 10,505 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $611,420 | 10,295 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $646,485 | 11,154 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $547,277 | 11,119 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $458,204 | 11,214 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $476,010 | 11,153 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $415,628 | 11,119 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $446,262 | 10,808 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $457,422 | 11,373 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $472,155 | 12,054 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $591,938 | 12,215 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $490,931 | 10,232 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $481,364 | 10,372 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $500,318 | 11,047 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $419,025 | 10,725 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $275,090 | 9,115 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||