Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$710,869
-$36,430 QoQ
Shares Held
8,602
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,571
of 2,853 holders
Holding Since
Dec 2021
15 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, 2026Mayflower Financial Advisors, LLC holds $12,136,721 across 8 Banks - Diversified names. WFC ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,246 | $6,299,793 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,107 | $2,855,096 | |
| 3 | C |
Citigroup Inc
|
9,225 | $1,291,131 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
8,602 | $710,869 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,141 | $298,677 | |
| 6 | TD |
Toronto Dominion Bank
|
1,933 | $234,724 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,437 | $227,481 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,866 | $218,950 |
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,869 | 8,602 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $747,299 | 9,387 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $811,865 | 8,711 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $725,210 | 8,652 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $436,654 | 5,450 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $357,011 | 4,973 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $385,336 | 5,486 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $300,300 | 5,316 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $304,789 | 5,132 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $259,139 | 4,471 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $218,881 | 4,447 | Shares | Sole | 2024-01-22 | |
| 2023-06-30 | $210,924 | 4,942 | Shares | Sole | 2023-07-13 | |
| 2022-12-31 | $202,362 | 4,901 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $205,712 | 4,245 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $199,692 | 4,162 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||