Focus Partners Advisor Solutions, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1868872
SAINT LOUIS, MO
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,709,019
+$1,206,437 QoQ
Shares Held
69,083
+22.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#640
of 2,853 holders
Holding Since
Mar 2022
18 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, 2026Focus Partners Advisor Solutions, LLC holds $54,467,269 across 18 Banks - Diversified names. WFC ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,252 | $27,578,207 | |
| 2 | BAC |
Bank Of America Corp /De/
|
139,558 | $7,952,014 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
69,083 | $5,709,019 | |
| 4 | C |
Citigroup Inc
|
28,104 | $3,933,435 | |
| 5 | RY |
Royal Bank Of Canada
|
12,609 | $2,609,684 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,799 | $1,127,813 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
36,837 | $923,135 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,294 | $790,657 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,709,019 | 69,083 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $4,502,582 | 56,558 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,718,063 | 50,623 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,945,044 | 58,996 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,726,942 | 46,517 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,651,382 | 50,862 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,445,272 | 49,050 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $2,523,577 | 44,673 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,619,633 | 44,109 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,313,009 | 39,907 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $840,283 | 17,072 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $724,284 | 17,726 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $269,822 | 6,322 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $207,870 | 5,561 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $223,667 | 5,417 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $814,736 | 20,257 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $241,992 | 6,178 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $303,359 | 6,260 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||