Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$114,786
+$21,586 QoQ
Shares Held
1,389
+38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,585
of 2,858 holders
Holding Since
Dec 2021
13 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, 2026Operose Advisors LLC holds $3,406,586 across 6 Banks - Diversified names. WFC ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,291 | $1,404,573 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,516 | $1,169,001 | |
| 3 | C |
Citigroup Inc
|
2,968 | $415,401 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
1,606 | $283,780 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
1,389 | $114,786 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
760 | $19,045 |
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,786 | 1,389 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $93,200 | 1,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,820 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $80,120 | 1,000 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $707,650 | 12,527 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $743,978 | 12,527 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $726,064 | 12,527 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $650,983 | 13,226 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $658,336 | 16,112 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $543,145 | 12,726 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $49,603 | 1,327 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $11,339 | 234 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,227 | 234 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||