Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$279,323
-$14,915 QoQ
Shares Held
3,380
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,254
of 2,858 holders
Holding Since
Dec 2023
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, 2026HFG Advisors, Inc. holds $738,144 across 3 Banks - Diversified names. WFC ranks #1 (37.8% 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 | $279,323 | 3,380 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $294,238 | 3,696 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $440,742 | 4,729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $396,384 | 4,729 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,524 | 4,038 | Shares | Sole | 2025-08-05 | |
| 2024-03-31 | $229,115 | 3,953 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $214,107 | 4,350 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||