Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,314,879
+$582,023 QoQ
Shares Held
88,515
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#579
of 2,853 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $51,787,108 across 8 Banks - Diversified names. WFC ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,933 | $27,801,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
88,515 | $7,314,879 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
37,302 | $5,394,242 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
38,957 | $3,704,421 | |
| 5 | BAC |
Bank Of America Corp /De/
|
63,553 | $3,621,249 | |
| 6 | SAN |
Banco Santander, S.A.
|
171,078 | $2,360,876 | |
| 7 | BNS |
Bank Of Nova Scotia
|
10,250 | $890,110 | |
| 8 | BCS |
Barclays PLC
|
26,069 | $700,213 |
All Filings in WFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,314,879 | 88,515 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,732,856 | 84,573 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,154,756 | 98,227 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,186,920 | 38,021 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,464,308 | 43,239 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,133,705 | 43,651 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,345,882 | 47,635 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $2,608,256 | 46,172 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,790,260 | 46,982 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,477,384 | 42,743 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,710,545 | 55,070 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,178,001 | 53,304 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,169,765 | 50,838 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,003,082 | 53,587 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,126,435 | 51,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $189,355 | 4,708 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $1,807,969 | 44,952 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $470,510 | 12,012 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||