Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$256,018
+$6,919 QoQ
Shares Held
3,098
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,328
of 2,859 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, 2026Scott Capital Advisors, LLC holds $917,125 across 3 Banks - Diversified names. WFC ranks #3 (27.9% 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 | $256,018 | 3,098 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $249,099 | 3,129 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $293,114 | 3,145 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $267,134 | 3,187 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $268,482 | 3,351 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $206,683 | 2,879 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $202,220 | 2,879 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||