Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,781,798
-$195,737 QoQ
Shares Held
57,863
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#692
of 2,858 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $76,102,154 across 7 Banks - Diversified names. WFC ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
136,590 | $44,710,004 | |
| 2 | BAC |
Bank Of America Corp /De/
|
251,375 | $14,323,347 | |
| 3 | C |
Citigroup Inc
|
54,356 | $7,607,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
57,863 | $4,781,798 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
23,446 | $3,390,526 | |
| 6 | RY |
Royal Bank Of Canada
|
4,414 | $913,565 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,192 | $375,249 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,781,798 | 57,863 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,977,535 | 62,524 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,167,452 | 76,904 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $6,043,422 | 72,100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,516,181 | 68,849 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,641,547 | 50,725 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,238,288 | 74,577 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,521,064 | 80,033 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,878,463 | 65,305 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,205,983 | 72,567 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,221,596 | 65,453 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,183,027 | 53,427 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $522,616 | 12,245 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $574,044 | 15,357 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $604,031 | 14,629 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $307,522 | 7,646 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $294,715 | 7,524 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $649,170 | 13,396 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $363,832 | 7,583 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||