Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,788,990
+$1,031,740 QoQ
Shares Held
21,648
+127.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,050
of 2,859 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $25,556,841 across 11 Banks - Diversified names. WFC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,825 | $16,309,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
55,174 | $3,143,814 | |
| 3 | C |
Citigroup Inc
|
18,617 | $2,605,635 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
21,648 | $1,788,990 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,842 | $502,181 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,448 | $498,615 | |
| 7 | RY |
Royal Bank Of Canada
|
1,785 | $369,441 | |
| 8 | UBS |
UBS Group AG
|
3,525 | $174,699 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,788,990 | 21,648 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $757,250 | 9,512 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,073,570 | 11,519 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $571,987 | 6,824 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $677,254 | 8,453 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,357,764 | 18,913 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,297,403 | 18,471 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,071,445 | 18,967 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $928,859 | 15,640 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $856,532 | 14,778 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $549,492 | 11,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $899,778 | 22,021 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $416,727 | 9,764 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $685,848 | 18,348 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $798,961 | 19,350 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $817,913 | 20,336 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $782,812 | 19,985 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,038,013 | 21,420 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $908,453 | 18,934 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||