Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,799,099
+$39,737 QoQ
Shares Held
33,871
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#868
of 2,853 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Snowden Capital Advisors LLC holds $74,595,741 across 13 Banks - Diversified names. WFC ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
171,403 | $56,105,343 | |
| 2 | BAC |
Bank Of America Corp /De/
|
113,442 | $6,463,925 | |
| 3 | C |
Citigroup Inc
|
29,515 | $4,130,919 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
33,871 | $2,799,099 | |
| 5 | UBS |
UBS Group AG
|
34,627 | $1,716,114 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,422 | $1,073,295 | |
| 7 | BNS |
Bank Of Nova Scotia
|
6,470 | $561,854 | |
| 8 | SAN |
Banco Santander, S.A.
|
27,981 | $386,137 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,799,099 | 33,871 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,759,362 | 34,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,213,722 | 34,482 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,815,429 | 33,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,402,077 | 29,981 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,912,054 | 26,634 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,133,891 | 30,380 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,267,339 | 40,137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,315,556 | 38,989 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,577,886 | 44,477 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,243,250 | 45,576 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,406,980 | 58,908 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,399,554 | 56,222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,054,815 | 54,971 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,453,162 | 59,413 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,437,130 | 60,595 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,324,778 | 59,351 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,250,046 | 46,431 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $303,521 | 6,326 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,195,475 | 25,759 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $696,197 | 15,372 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $414,102 | 10,599 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $258,045 | 10,976 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $243,328 | 9,505 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $240,907 | 8,394 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||