Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,682,760
+$383,334 QoQ
Shares Held
153,470
-0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
6.18%
of 13F equity value
Holder Rank
#464
of 2,859 holders
Holding Since
Dec 2021
19 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, 2026Consilium Wealth Advisory, LLC holds $20,829,879 across 4 Banks - Diversified names. WFC ranks #1 (60.9% of the industry book) .
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,682,760 | 153,470 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,299,426 | 154,496 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $15,508,666 | 166,402 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,004,813 | 167,082 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,175,471 | 176,928 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $12,665,550 | 176,425 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,012,304 | 171,018 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,828,144 | 156,278 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,242,984 | 155,632 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $9,519,176 | 164,237 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,332,503 | 169,291 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,995,722 | 171,212 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,844,840 | 183,806 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,856,276 | 183,421 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $7,767,516 | 188,121 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,798,416 | 193,894 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $7,604,581 | 194,143 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $9,461,378 | 195,241 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,401,489 | 195,946 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||