Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$283,785
-$5,119 QoQ
Shares Held
3,434
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,242
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026MOTIVE WEALTH ADVISORS holds $2,003,653 across 4 Banks - Diversified names. WFC ranks #4 (14.2% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,785 | 3,434 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $288,904 | 3,629 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $341,950 | 3,669 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $307,116 | 3,664 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $292,838 | 3,655 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $253,131 | 3,526 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $241,133 | 3,433 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||