Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$130,323
+$34,155 QoQ
Shares Held
1,577
+30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,570
of 2,853 holders
Holding Since
Mar 2021
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, 2026Activest Wealth Management holds $1,637,903 across 8 Banks - Diversified names. WFC ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,732 | $894,265 | |
| 2 | C |
Citigroup Inc
|
1,209 | $169,211 | |
| 3 | SAN |
Banco Santander, S.A.
|
12,202 | $168,387 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,560 | $145,868 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
1,577 | $130,323 | |
| 6 | BCS |
Barclays PLC
|
2,495 | $67,015 | |
| 7 | UBS |
UBS Group AG
|
836 | $41,432 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
148 | $21,402 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,323 | 1,577 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $96,168 | 1,208 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $141,384 | 1,517 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $37,383 | 446 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $23,475 | 293 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $60,447 | 842 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,404 | 20 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $67,788 | 1,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $119,492 | 2,012 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $47,063 | 812 | Shares | Sole | 2024-04-24 | |
| 2023-06-30 | $298 | 7 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $30,352 | 812 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $31,806 | 812 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $33,098 | 683 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $32,770 | 683 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $33,554 | 723 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $158,650 | 3,503 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $130,962 | 3,352 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||